Baldwin Wealth Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Baldwin Wealth Partners’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	-399	Closed	-$13K	–	842
2022 Q3	$13K	Hold	399	–	–	﹤0.01%	495
2022 Q2	$13K	Hold	399	–	–	﹤0.01%	515
2022 Q1	$12K	Sell	399 -151	-27%	-$4.03K	﹤0.01%	529
2021 Q4	$16K	Hold	550	–	–	﹤0.01%	468
2021 Q3	$14K	Sell	550 -70	-11%	-$1.64K	﹤0.01%	490
2021 Q2	$13K	Hold	620	–	–	﹤0.01%	516
2021 Q1	$10K	Hold	620	–	–	﹤0.01%	516
2020 Q4	$10K	Buy	620 +475	+328%	+$7.42K	﹤0.01%	459
2020 Q3	$2K	Hold	145	–	–	﹤0.01%	513
2020 Q2	$3K	Hold	145	–	–	﹤0.01%	502
2020 Q1	$2K	Hold	145	–	–	﹤0.01%	526
2019 Q4	$2K	Buy	+145	New	+$2.2K	﹤0.01%	525

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

Baldwin Wealth Partners's SWCH Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 399 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in SWCH in Q4 2019 and held it in 12 quarters. The position peaked at $16K in Q4 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Baldwin Wealth Partners reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 399 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $13K.
Baldwin Wealth Partners first reported a position in Switch, Inc. Class A Common Stock in Q4 2019 and held it in 12 quarters.
Baldwin Wealth Partners's Switch, Inc. Class A Common Stock position peaked at $16K in Q4 2021.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.