AWM
SWI

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

Avior 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
2024
Q2 		– Sell
-10
Closed -$126 – 3914
2024
Q1 		$126 Buy
+10
New +$122 ﹤0.01% 3086

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
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return

Avior Wealth Management's SWI Position: Q2 2024 in Review

Avior Wealth Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2024, closing a stake of 10 shares — an estimated $126 sold.

Avior Wealth Management first reported a position in SWI in Q1 2024 and held it in 1 quarter. The position peaked at $126 in Q1 2024. 189 funds tracked by Wall St. Rank hold SWI as of Q2 2024.

  • Avior Wealth Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 SolarWinds Corporation Common Stock shares in Q2 2024, an estimated $126.
  • Avior Wealth Management first reported a position in SolarWinds Corporation Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's SolarWinds Corporation Common Stock position peaked at $126 in Q1 2024.
  • 189 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.