AWM
SWI

Alterna Wealth Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

Alterna Wealth Management’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
2020
Q2 		– Sell
-10,492
Closed -$173K – 114
2020
Q1 		$173K Sell
10,492
-2,402
-19% -$44.4K 0.25% 59
2019
Q4 		$252K Buy
+12,894
New +$256K 0.28% 99

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
HP
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return

Alterna Wealth Management's SWI Position: Q2 2020 in Review

Alterna Wealth Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2020, closing a stake of 10,492 shares — an estimated $173K sold.

Alterna Wealth Management first reported a position in SWI in Q4 2019 and held it in 2 quarters. The position peaked at $252K in Q4 2019. 136 funds tracked by Wall St. Rank hold SWI as of Q2 2020.

  • Alterna Wealth Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 10,492 SolarWinds Corporation Common Stock shares in Q2 2020, an estimated $173K.
  • Alterna Wealth Management first reported a position in SolarWinds Corporation Common Stock in Q4 2019 and held it in 2 quarters.
  • Alterna Wealth Management's SolarWinds Corporation Common Stock position peaked at $252K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2020.

Based on Alterna Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.