WAP
SWN

Wealthcare Advisory Partners’s Southwestern Energy Company SWN Stock Holding History

Wealthcare Advisory Partners’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,039
Closed -$71.4K – 941
2024
Q3 		$71.4K Buy
+10,039
New +$64.8K ﹤0.01% 865
2023
Q4 		– Sell
-10,381
Closed -$67K – 772
2023
Q3 		$67K Sell
10,381
-644
-6% -$4.11K ﹤0.01% 691
2023
Q2 		$66.3K Buy
+11,025
New +$56.8K ﹤0.01% 714
2023
Q1 		– Sell
-11,243
Closed -$65.8K – 754
2022
Q4 		$65.8K Sell
11,243
-82
-0.7% -$539 ﹤0.01% 685
2022
Q3 		$69K Buy
11,325
+32
+0.3% +$221 ﹤0.01% 593
2022
Q2 		$71K Sell
11,293
-38
-0.3% -$294 ﹤0.01% 556
2022
Q1 		$81K Buy
11,331
+536
+5% +$2.7K ﹤0.01% 537
2021
Q4 		$50K Hold
10,795
– – ﹤0.01% 572
2021
Q3 		$60K Hold
10,795
– – ﹤0.01% 541
2021
Q2 		$61K Sell
10,795
-100
-0.9% -$492 ﹤0.01% 548
2021
Q1 		$51K Buy
+10,895
New +$44K ﹤0.01% 870

Other funds holding SWN

MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Wealthcare Advisory Partners's SWN Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 10,039 shares — an estimated $71.4K sold.

Wealthcare Advisory Partners first reported a position in SWN in Q1 2021 and held it in 11 quarters. The position peaked at $81K in Q1 2022. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,039 Southwestern Energy Company shares in Q4 2024, an estimated $71.4K.
  • Wealthcare Advisory Partners first reported a position in Southwestern Energy Company in Q1 2021 and held it in 11 quarters.
  • Wealthcare Advisory Partners's Southwestern Energy Company position peaked at $81K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.