BDO Wealth Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

BDO Wealth Advisors’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	-440	Closed	-$15K	–	1094
2022 Q3	$15K	Hold	440	–	–	﹤0.01%	635
2022 Q2	$15K	Hold	440	–	–	﹤0.01%	620
2022 Q1	$14K	Hold	440	–	–	﹤0.01%	677
2021 Q4	$13K	Hold	440	–	–	﹤0.01%	705
2021 Q3	$11K	Hold	440	–	–	﹤0.01%	717
2021 Q2	$9K	Hold	440	–	–	﹤0.01%	782
2021 Q1	$7K	Buy	+440	New	+$7.33K	﹤0.01%	805

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

BDO Wealth Advisors's SWCH Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 440 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in SWCH in Q1 2021 and held it in 7 quarters. The position peaked at $15K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

BDO Wealth Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 440 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $15K.
BDO Wealth Advisors first reported a position in Switch, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
BDO Wealth Advisors's Switch, Inc. Class A Common Stock position peaked at $15K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

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