JWA
SWI

JFS Wealth Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-97
Closed -$1.79K – 1985
2025
Q1 		$1.79K Hold
97
– – ﹤0.01% 1504
2024
Q4 		$1.38K Hold
97
– – ﹤0.01% 1607
2024
Q3 		$1.27K Buy
97
+3
+3% +$37 ﹤0.01% 1644
2024
Q2 		$1.13K Hold
94
– – ﹤0.01% 1641
2024
Q1 		$1.19K Sell
94
-4
-4% -$49 ﹤0.01% 1616
2023
Q4 		$1.23K Buy
98
+9
+10% +$97 ﹤0.01% 1593
2023
Q3 		$841 Buy
89
+1
+1% +$10 ﹤0.01% 1635
2023
Q2 		$903 Hold
88
– – ﹤0.01% 1640
2023
Q1 		$757 Buy
88
+23
+35% +$214 ﹤0.01% 1652
2022
Q4 		$608 Buy
65
+62
+2,067% +$541 ﹤0.01% 1705
2022
Q3 		$0 Sell
3
-19
-86% -$182 ﹤0.01% 1998
2022
Q2 		$0 Sell
22
-53
-71% -$629 ﹤0.01% 2012
2022
Q1 		$1K Buy
75
+42
+127% +$553 ﹤0.01% 1793
2021
Q4 		$0 Buy
+33
New +$534 ﹤0.01% 1950

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

JFS Wealth Advisors's SWI Position: Q2 2025 in Review

JFS Wealth Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 97 shares — an estimated $1.79K sold.

JFS Wealth Advisors first reported a position in SWI in Q4 2021 and held it in 14 quarters. The position peaked at $1.79K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • JFS Wealth Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 97 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $1.79K.
  • JFS Wealth Advisors first reported a position in SolarWinds Corporation Common Stock in Q4 2021 and held it in 14 quarters.
  • JFS Wealth Advisors's SolarWinds Corporation Common Stock position peaked at $1.79K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.