Advisor Resource Council’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Advisor Resource Council’s Portfolio SWCH Stock Details SWCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,975	Closed	-$471K	–	184
2022 Q3	$471K	Sell	13,975 -51,086	-79%	-$1.73M	0.32%	84
2022 Q2	$2.18M	Buy	65,061 +23,607	+57%	+$763K	0.2%	108
2022 Q1	$1.28M	Sell	41,454 -28,530	-41%	-$761K	0.38%	75
2021 Q4	$2M	Buy	69,984 +43,926	+169%	+$1.15M	0.16%	137
2021 Q3	$662K	Buy	+26,058	New	+$611K	0.2%	116

Other funds holding SWCH

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advisor Resource Council's SWCH Position: Q4 2022 in Review

Advisor Resource Council sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 13,975 shares — an estimated $471K sold.

Advisor Resource Council first reported a position in SWCH in Q3 2021 and held it in 5 quarters. The position peaked at $2.18M in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Advisor Resource Council reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Advisor Resource Council sold 13,975 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $471K.
Advisor Resource Council first reported a position in Switch, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
Advisor Resource Council's Switch, Inc. Class A Common Stock position peaked at $2.18M in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Advisor Resource Council's 13F filing for Q4 2022, filed 20 Jan 2023.