CPA
SWI

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

Capital Performance 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
2024
Q4 		– Sell
-1,080
Closed -$14.1K – 2895
2024
Q3 		$14.1K Buy
+1,080
New +$13.3K ﹤0.01% 707

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return

Capital Performance Advisors's SWI Position: Q4 2024 in Review

Capital Performance Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q4 2024, closing a stake of 1,080 shares — an estimated $14.1K sold.

Capital Performance Advisors first reported a position in SWI in Q3 2024 and held it in 1 quarter. The position peaked at $14.1K in Q3 2024. 189 funds tracked by Wall St. Rank hold SWI as of Q4 2024.

  • Capital Performance Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,080 SolarWinds Corporation Common Stock shares in Q4 2024, an estimated $14.1K.
  • Capital Performance Advisors first reported a position in SolarWinds Corporation Common Stock in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's SolarWinds Corporation Common Stock position peaked at $14.1K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.