Wilbanks Smith & Thomas Asset Management’s Southwestern Energy Company SWN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023 Q3	–	Sell	-10,650	Closed	-$64K	–	531
2023 Q2	$64K	Hold	10,650	–	–	﹤0.01%	509
2023 Q1	$53.3K	Hold	10,650	–	–	﹤0.01%	503
2022 Q4	$62.3K	Hold	10,650	–	–	﹤0.01%	494
2022 Q3	$65K	Hold	10,650	–	–	﹤0.01%	466
2022 Q2	$67K	Hold	10,650	–	–	﹤0.01%	475
2022 Q1	$82K	Buy	+10,650	New	+$53.6K	﹤0.01%	495
2021 Q3	–	Sell	-13,208	Closed	-$75K	–	531
2021 Q2	$75K	Hold	13,208	–	–	﹤0.01%	487
2021 Q1	$61K	Hold	13,208	–	–	﹤0.01%	465
2020 Q4	$39K	Buy	+13,208	New	+$38.9K	﹤0.01%	434

Other funds holding SWN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SWN Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Southwestern Energy Company (SWN) in Q3 2023, closing a stake of 10,650 shares — an estimated $64K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SWN in Q4 2020 and held it in 9 quarters. The position peaked at $82K in Q1 2022. 463 funds tracked by Wall St. Rank hold SWN as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Southwestern Energy Company position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 10,650 Southwestern Energy Company shares in Q3 2023, an estimated $64K.
Wilbanks Smith & Thomas Asset Management first reported a position in Southwestern Energy Company in Q4 2020 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's Southwestern Energy Company position peaked at $82K in Q1 2022.
463 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.