Your Advocates Ltd’s Southwestern Energy Company SWN Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-369	Closed	-$2.38K	–	299
2023 Q3	$2.38K	Hold	369	–	–	﹤0.01%	190
2023 Q2	$2.22K	Hold	369	–	–	﹤0.01%	207
2023 Q1	$1.84K	Hold	369	–	–	﹤0.01%	177
2022 Q4	$2.16K	Hold	369	–	–	﹤0.01%	154
2022 Q3	$2K	Hold	369	–	–	﹤0.01%	163
2022 Q2	$2K	Hold	369	–	–	﹤0.01%	170
2022 Q1	$3K	Hold	369	–	–	﹤0.01%	168
2021 Q4	$2K	Hold	369	–	–	﹤0.01%	178
2021 Q3	$2K	Hold	369	–	–	﹤0.01%	180
2021 Q2	$2K	Hold	369	–	–	﹤0.01%	129
2021 Q1	$2K	Hold	369	–	–	﹤0.01%	127
2020 Q4	$1K	Hold	369	–	–	﹤0.01%	136
2020 Q3	$1K	Hold	369	–	–	﹤0.01%	136
2020 Q2	$0	Hold	369	–	–	﹤0.01%	154
2020 Q1	$1K	Sell	369 -12,791	-97%	-$22.2K	﹤0.01%	120
2019 Q4	$32K	Buy	+13,160	New	+$27.2K	0.03%	26

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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

Your Advocates Ltd's SWN Position: Q4 2023 in Review

Your Advocates Ltd sold out of Southwestern Energy Company (SWN) in Q4 2023, closing a stake of 369 shares — an estimated $2.38K sold.

Your Advocates Ltd first reported a position in SWN in Q4 2019 and held it in 16 quarters. The position peaked at $32K in Q4 2019. 475 funds tracked by Wall St. Rank hold SWN as of Q4 2023.

Your Advocates Ltd reported no remaining Southwestern Energy Company position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 369 Southwestern Energy Company shares in Q4 2023, an estimated $2.38K.
Your Advocates Ltd first reported a position in Southwestern Energy Company in Q4 2019 and held it in 16 quarters.
Your Advocates Ltd's Southwestern Energy Company position peaked at $32K in Q4 2019.
475 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.