Advisor Group’s SolarWinds Corporation Common Stock SWI Stock Holding History

Advisor Group’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$20K	Buy	1,030 +859	+502%	+$17K	﹤0.01%	3974
2019 Q3	$3K	Sell	171 -482	-74%	-$9.16K	﹤0.01%	4910
2019 Q2	$13K	Buy	653 +14	+2%	+$275	﹤0.01%	4242
2019 Q1	$13K	Sell	639 -7	-1%	-$131	﹤0.01%	4245
2018 Q4	$9K	Buy	+646	New	+$10.1K	﹤0.01%	4285

Other funds holding SWI

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return

Advisor Group's SWI Position: Q4 2019 in Review

Advisor Group increased its SolarWinds Corporation Common Stock (SWI) stake by 502% in Q4 2019, buying an estimated $17K and bringing the position to 1,030 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #3974.

Advisor Group first reported a position in SWI in Q4 2018 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold SWI as of Q4 2019.

Advisor Group held 1,030 shares of SolarWinds Corporation Common Stock worth $20K as of Q4 2019.
Advisor Group bought 859 SolarWinds Corporation Common Stock shares in Q4 2019, an estimated $17K.
SolarWinds Corporation Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3974 holding.
Advisor Group first reported a position in SolarWinds Corporation Common Stock in Q4 2018 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.