CAAS
SWI

Capital Asset Advisory Services’s SolarWinds Corporation Common Stock SWI Stock Holding History

Capital Asset Advisory 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
2021
Q1 		– Sell
-47
Closed -$1K – 1645
2020
Q4 		$1K Buy
+47
New +$1.03K ﹤0.01% 1582

Other funds holding SWI

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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Asset Advisory Services's SWI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2021, closing a stake of 47 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in SWI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 146 funds tracked by Wall St. Rank hold SWI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining SolarWinds Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 47 SolarWinds Corporation Common Stock shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in SolarWinds Corporation Common Stock in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's SolarWinds Corporation Common Stock position peaked at $1K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.