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

Allworth 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
2025 Q2	–	Sell	-11	Closed	-$204	–	4696
2025 Q1	$204	Sell	11 -3,775	-100%	-$63.3K	﹤0.01%	3868
2024 Q4	$55.4K	Hold	3,786	–	–	﹤0.01%	1527
2024 Q3	$49.4K	Buy	3,786 +3,331	+732%	+$40.9K	﹤0.01%	1413
2024 Q2	$5.26K	Hold	455	–	–	﹤0.01%	2497
2024 Q1	$5.74K	Hold	455	–	–	﹤0.01%	2353
2023 Q4	$5.68K	Hold	455	–	–	﹤0.01%	2219
2023 Q3	$4.3K	Hold	455	–	–	﹤0.01%	2176
2023 Q2	$4.67K	Hold	455	–	–	﹤0.01%	2133
2023 Q1	$3.91K	Sell	455 -58	-11%	-$540	﹤0.01%	2139
2022 Q4	$4.8K	Buy	513 +58	+13%	+$506	﹤0.01%	1910
2022 Q3	$4K	Buy	455 +437	+2,428%	+$4.19K	﹤0.01%	1995
2022 Q2	$0	Buy	+18	New	+$213	﹤0.01%	2989

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Allworth Financial's SWI Position: Q2 2025 in Review

Allworth Financial sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 11 shares — an estimated $204 sold.

Allworth Financial first reported a position in SWI in Q2 2022 and held it in 12 quarters. The position peaked at $55.4K in Q4 2024. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Allworth Financial reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 11 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $204.
Allworth Financial first reported a position in SolarWinds Corporation Common Stock in Q2 2022 and held it in 12 quarters.
Allworth Financial's SolarWinds Corporation Common Stock position peaked at $55.4K in Q4 2024.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.