MCC
SWI

Money Concepts Capital’s SolarWinds Corporation Common Stock SWI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-150
Closed -$1.4K – 3230
2022
Q4 		$1.4K Buy
+150
New +$1.31K ﹤0.01% 2799
2022
Q2 		– Sell
-150
Closed -$2K – 2832
2022
Q1 		$2K Buy
+150
New +$1.98K ﹤0.01% 2520

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AP
AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Money Concepts Capital's SWI Position: Q1 2023 in Review

Money Concepts Capital sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2023, closing a stake of 150 shares — an estimated $1.4K sold.

Money Concepts Capital first reported a position in SWI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 148 funds tracked by Wall St. Rank hold SWI as of Q1 2023.

  • Money Concepts Capital reported no remaining SolarWinds Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 150 SolarWinds Corporation Common Stock shares in Q1 2023, an estimated $1.4K.
  • Money Concepts Capital first reported a position in SolarWinds Corporation Common Stock in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's SolarWinds Corporation Common Stock position peaked at $2K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.