Wealthspire Advisors (New York)’s Southwestern Energy Company SWN Stock Holding History

Wealthspire Advisors (New York)’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
2022 Q2	–	Sell	-30,000	Closed	-$215K	–	528
2022 Q1	$215K	Sell	30,000 -940,961	-97%	-$4.74M	﹤0.01%	409
2021 Q4	$4.53M	Sell	970,961 -209,090	-18%	-$1.04M	0.1%	86
2021 Q3	$6.54M	Buy	+1,180,051	New	+$5.76M	0.14%	78

Other funds holding SWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RPM

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s SWN Position: Q2 2022 in Review

Wealthspire Advisors (New York) sold out of Southwestern Energy Company (SWN) in Q2 2022, closing a stake of 30,000 shares — an estimated $215K sold.

Wealthspire Advisors (New York) first reported a position in SWN in Q3 2021 and held it in 3 quarters. The position peaked at $6.54M in Q3 2021. 433 funds tracked by Wall St. Rank hold SWN as of Q2 2022.

Wealthspire Advisors (New York) reported no remaining Southwestern Energy Company position as of Q2 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 30,000 Southwestern Energy Company shares in Q2 2022, an estimated $215K.
Wealthspire Advisors (New York) first reported a position in Southwestern Energy Company in Q3 2021 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Southwestern Energy Company position peaked at $6.54M in Q3 2021.
433 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q2 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2022, filed 9 Aug 2022.