TWP
SWI

TFO Wealth Partners’s SolarWinds Corporation Common Stock SWI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$25 – 802
2024
Q1 		$25 Hold
2
– – ﹤0.01% 760
2023
Q4 		$25 Hold
2
– – ﹤0.01% 908
2023
Q3 		$21 Hold
2
– – ﹤0.01% 1090
2023
Q2 		$21 Hold
2
– – ﹤0.01% 813
2023
Q1 		$17 Sell
2
-503
-100% -$4.68K ﹤0.01% 803
2022
Q4 		$6.9K Buy
+505
New +$4.41K ﹤0.01% 141

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
AP
AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return

TFO Wealth Partners's SWI Position: Q2 2024 in Review

TFO Wealth Partners sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2024, closing a stake of 2 shares — an estimated $25 sold.

TFO Wealth Partners first reported a position in SWI in Q4 2022 and held it in 6 quarters. The position peaked at $6.9K in Q4 2022. 189 funds tracked by Wall St. Rank hold SWI as of Q2 2024.

  • TFO Wealth Partners reported no remaining SolarWinds Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 SolarWinds Corporation Common Stock shares in Q2 2024, an estimated $25.
  • TFO Wealth Partners first reported a position in SolarWinds Corporation Common Stock in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's SolarWinds Corporation Common Stock position peaked at $6.9K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.