YWP
SWN

YorkBridge Wealth Partners’s Southwestern Energy Company SWN Stock Holding History

YorkBridge Wealth 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
2021
Q3 		– Sell
-45,144
Closed -$256K – 265
2021
Q2 		$256K Buy
+45,144
New +$222K 0.07% 228

Other funds holding SWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's SWN Position: Q3 2021 in Review

YorkBridge Wealth Partners sold out of Southwestern Energy Company (SWN) in Q3 2021, closing a stake of 45,144 shares — an estimated $256K sold.

YorkBridge Wealth Partners first reported a position in SWN in Q2 2021 and held it in 1 quarter. The position peaked at $256K in Q2 2021. 316 funds tracked by Wall St. Rank hold SWN as of Q3 2021.

  • YorkBridge Wealth Partners reported no remaining Southwestern Energy Company position as of Q3 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 45,144 Southwestern Energy Company shares in Q3 2021, an estimated $256K.
  • YorkBridge Wealth Partners first reported a position in Southwestern Energy Company in Q2 2021 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Southwestern Energy Company position peaked at $256K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q3 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2021, filed 22 Oct 2021.