AF
SWI

Advisornet Financial’s SolarWinds Corporation Common Stock SWI Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-30
Closed -$375 – 2570
2023
Q4 		$375 Sell
30
-4
-12% -$43 ﹤0.01% 2179
2023
Q3 		$321 Buy
34
+11
+48% +$115 ﹤0.01% 2065
2023
Q2 		$236 Sell
23
-5
-18% -$46 ﹤0.01% 2199
2023
Q1 		$241 Buy
28
+1
+4% +$9 ﹤0.01% 2222
2022
Q4 		$253 Buy
+27
New +$236 ﹤0.01% 2176
2020
Q4 		– Sell
-322
Closed -$7K – 1906
2020
Q3 		$7K Hold
322
– – ﹤0.01% 1371
2020
Q2 		$6K Hold
322
– – ﹤0.01% 1429
2020
Q1 		$5K Hold
322
– – ﹤0.01% 1456
2019
Q4 		$6K Hold
322
– – ﹤0.01% 1516
2019
Q3 		$6K Hold
322
– – ﹤0.01% 1532
2019
Q2 		$6K Buy
+322
New +$6.33K ﹤0.01% 1370

Other funds holding SWI

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AP
AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisornet Financial's SWI Position: Q1 2024 in Review

Advisornet Financial sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2024, closing a stake of 30 shares — an estimated $375 sold.

Advisornet Financial first reported a position in SWI in Q2 2019 and held it in 11 quarters. The position peaked at $7K in Q3 2020. 168 funds tracked by Wall St. Rank hold SWI as of Q1 2024.

  • Advisornet Financial reported no remaining SolarWinds Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 30 SolarWinds Corporation Common Stock shares in Q1 2024, an estimated $375.
  • Advisornet Financial first reported a position in SolarWinds Corporation Common Stock in Q2 2019 and held it in 11 quarters.
  • Advisornet Financial's SolarWinds Corporation Common Stock position peaked at $7K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.