SW
SWI

SkyOak Wealth’s SolarWinds Corporation Common Stock SWI Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-28,363
Closed -$529K – 257
2020
Q2 		$529K Buy
+28,363
New +$523K 0.2% 121

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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Lexington Partners New York $366M AUM 78.08% 1-Year Est. Return

SkyOak Wealth's SWI Position: Q3 2020 in Review

SkyOak Wealth sold out of SolarWinds Corporation Common Stock (SWI) in Q3 2020, closing a stake of 28,363 shares — an estimated $529K sold.

SkyOak Wealth first reported a position in SWI in Q2 2020 and held it in 1 quarter. The position peaked at $529K in Q2 2020. 136 funds tracked by Wall St. Rank hold SWI as of Q3 2020.

  • SkyOak Wealth reported no remaining SolarWinds Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 28,363 SolarWinds Corporation Common Stock shares in Q3 2020, an estimated $529K.
  • SkyOak Wealth first reported a position in SolarWinds Corporation Common Stock in Q2 2020 and held it in 1 quarter.
  • SkyOak Wealth's SolarWinds Corporation Common Stock position peaked at $529K in Q2 2020.
  • 136 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.