BFS
SWI

Burkett Financial Services’s SolarWinds Corporation Common Stock SWI Stock Holding History

Burkett Financial Services’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
-100
Closed -$1.25K – 201
2023
Q4 		$1.25K Buy
+100
New +$1.07K ﹤0.01% 179

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

Burkett Financial Services's SWI Position: Q1 2024 in Review

Burkett Financial Services sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2024, closing a stake of 100 shares — an estimated $1.25K sold.

Burkett Financial Services first reported a position in SWI in Q4 2023 and held it in 1 quarter. The position peaked at $1.25K in Q4 2023. 168 funds tracked by Wall St. Rank hold SWI as of Q1 2024.

  • Burkett Financial Services reported no remaining SolarWinds Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Burkett Financial Services sold 100 SolarWinds Corporation Common Stock shares in Q1 2024, an estimated $1.25K.
  • Burkett Financial Services first reported a position in SolarWinds Corporation Common Stock in Q4 2023 and held it in 1 quarter.
  • Burkett Financial Services's SolarWinds Corporation Common Stock position peaked at $1.25K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2024.

Based on Burkett Financial Services's 13F filing for Q1 2024, filed 1 Apr 2024.