Bank of Montreal
SWCH

Bank of Montreal’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Bank of Montreal’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
-8,500
Closed -$289 – 4549
2022
Q3 		$289 Buy
+8,500
New +$288K ﹤0.01% 2954

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of Montreal's SWCH Position: Q4 2022 in Review

Bank of Montreal sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 91,614 shares — an estimated $3.12K sold.

Bank of Montreal first reported a position in SWCH in Q4 2017 and held it in 20 quarters. The position peaked at $4.62M in Q1 2018. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Bank of Montreal reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 91,614 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $3.12K.
  • Bank of Montreal first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 20 quarters.
  • Bank of Montreal's Switch, Inc. Class A Common Stock position peaked at $4.62M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.