CIA
SWI

CSat Investment Advisory’s SolarWinds Corporation Common Stock SWI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-7,721
Closed -$166K – 1056
2020
Q3 		$166K Sell
7,721
-3,785
-33% -$77.2K 0.01% 315
2020
Q2 		$214K Buy
+11,506
New +$212K 0.03% 299

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 $7.28B AUM 35.55% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CSat Investment Advisory's SWI Position: Q4 2020 in Review

CSat Investment Advisory sold out of SolarWinds Corporation Common Stock (SWI) in Q4 2020, closing a stake of 7,721 shares — an estimated $166K sold.

CSat Investment Advisory first reported a position in SWI in Q2 2020 and held it in 2 quarters. The position peaked at $214K in Q2 2020. 164 funds tracked by Wall St. Rank hold SWI as of Q4 2020.

  • CSat Investment Advisory reported no remaining SolarWinds Corporation Common Stock position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 7,721 SolarWinds Corporation Common Stock shares in Q4 2020, an estimated $166K.
  • CSat Investment Advisory first reported a position in SolarWinds Corporation Common Stock in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's SolarWinds Corporation Common Stock position peaked at $214K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.