Wipfli Financial Advisors’s Southwestern Energy Company SWN Stock Holding History

Wipfli Financial Advisors’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 Q3	$84K	Buy	+13,707	New	+$94.8K	0.01%	818

Other funds holding SWN

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

BlackRock New York $5.72T AUM 30.48% 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

DGI

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

RPM

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

Wipfli Financial Advisors's SWN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Southwestern Energy Company (SWN) in Q3 2022: 13,707 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings.

472 funds tracked by Wall St. Rank hold SWN as of Q3 2022.

Wipfli Financial Advisors held 13,707 shares of Southwestern Energy Company worth $84K as of Q3 2022.
Southwestern Energy Company was a new Wipfli Financial Advisors position in Q3 2022.
Southwestern Energy Company made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #818 holding.
472 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.