Berman Capital Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Buy	109 +6	+6%	+$111	﹤0.01%	2040
2021 Q2	$1K	Hold	103	–	–	﹤0.01%	1862
2021 Q1	$1K	Hold	103	–	–	﹤0.01%	1741
2020 Q4	$1K	Buy	+103	New	+$2.26K	﹤0.01%	1640
2020 Q3	–	Sell	-57	Closed	-$1K	–	1854
2020 Q2	$1K	Buy	+57	New	+$1.05K	﹤0.01%	1569

Other funds holding SWI

SLG

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

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

ACH

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's SWI Position: Q3 2021 in Review

Berman Capital Advisors increased its SolarWinds Corporation Common Stock (SWI) stake by 5.8% in Q3 2021, buying an estimated $111 and bringing the position to 109 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Berman Capital Advisors first reported a position in SWI in Q2 2020 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold SWI as of Q3 2021.

Berman Capital Advisors held 109 shares of SolarWinds Corporation Common Stock worth $1K as of Q3 2021.
Berman Capital Advisors bought 6 SolarWinds Corporation Common Stock shares in Q3 2021, an estimated $111.
SolarWinds Corporation Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2040 holding.
Berman Capital Advisors first reported a position in SolarWinds Corporation Common Stock in Q2 2020 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.