Allworth Financial’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Allworth Financial’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	-31	Closed	-$1K	–	3265
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	2603
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	2328
2022 Q1	$1K	Buy	+31	New	+$827	﹤0.01%	2063
2021 Q1	–	Sell	-107	Closed	-$2K	–	1652
2020 Q4	$2K	Buy	+107	New	+$1.67K	﹤0.01%	1222

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

Allworth Financial's SWCH Position: Q4 2022 in Review

Allworth Financial sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 31 shares — an estimated $1K sold.

Allworth Financial first reported a position in SWCH in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Allworth Financial reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 31 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
Allworth Financial first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
Allworth Financial's Switch, Inc. Class A Common Stock position peaked at $2K in Q4 2020.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.