JP Morgan Private Wealth Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History

JP Morgan Private 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
2021 Q1	–	Sell	-11,179	Closed	-$176K	–	1818
2020 Q4	$176K	Sell	11,179 -494	-4%	-$10.8K	﹤0.01%	1658
2020 Q3	$250K	Buy	11,673 +1,018	+10%	+$20.8K	﹤0.01%	1428
2020 Q2	$199K	Buy	10,655 +70	+0.7%	+$1.29K	﹤0.01%	1464
2020 Q1	$175K	Buy	+10,585	New	+$196K	﹤0.01%	1314

Other funds holding SWI

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SWI Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2021, closing a stake of 11,179 shares — an estimated $176K sold.

JP Morgan Private Wealth Advisors first reported a position in SWI in Q1 2020 and held it in 4 quarters. The position peaked at $250K in Q3 2020. 146 funds tracked by Wall St. Rank hold SWI as of Q1 2021.

JP Morgan Private Wealth Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,179 SolarWinds Corporation Common Stock shares in Q1 2021, an estimated $176K.
JP Morgan Private Wealth Advisors first reported a position in SolarWinds Corporation Common Stock in Q1 2020 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's SolarWinds Corporation Common Stock position peaked at $250K in Q3 2020.
146 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.