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

TCI 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
2023 Q2	–	Sell	-7	Closed	-$61	–	2501
2023 Q1	$61	Hold	7	–	–	﹤0.01%	2437
2022 Q4	$66	Buy	7 +1	+17%	+$9	﹤0.01%	2421
2022 Q3	$0	Sell	6 -341	-98%	-$3.27K	﹤0.01%	2730
2022 Q2	$4K	Hold	347	–	–	﹤0.01%	1739
2022 Q1	$5K	Buy	+347	New	+$4.57K	﹤0.01%	1645
2020 Q4	–	Sell	-248	Closed	-$5K	–	1733
2020 Q3	$5K	Hold	248	–	–	﹤0.01%	801
2020 Q2	$5K	Buy	248 +29	+13%	+$535	﹤0.01%	768
2020 Q1	$4K	Buy	+219	New	+$4.05K	﹤0.01%	814

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HAM

Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return

TCI Wealth Advisors's SWI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2023, closing a stake of 7 shares — an estimated $61 sold.

TCI Wealth Advisors first reported a position in SWI in Q1 2020 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 147 funds tracked by Wall St. Rank hold SWI as of Q2 2023.

TCI Wealth Advisors reported no remaining SolarWinds Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 7 SolarWinds Corporation Common Stock shares in Q2 2023, an estimated $61.
TCI Wealth Advisors first reported a position in SolarWinds Corporation Common Stock in Q1 2020 and held it in 8 quarters.
TCI Wealth Advisors's SolarWinds Corporation Common Stock position peaked at $5K in Q1 2022.
147 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.