Bell Investment Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Bell Investment 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	-141	Closed	-$5K	–	2062
2022 Q3	$5K	Sell	141 -30	-18%	-$1.02K	﹤0.01%	737
2022 Q2	$6K	Buy	+171	New	+$5.53K	﹤0.01%	663
2021 Q4	$4K	Buy	133 +101	+316%	+$2.64K	﹤0.01%	924
2021 Q3	$1K	Buy	+32	New	+$751	﹤0.01%	1673

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

Bell Investment Advisors's SWCH Position: Q4 2022 in Review

Bell Investment Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 141 shares — an estimated $5K sold.

Bell Investment Advisors first reported a position in SWCH in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Bell Investment Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Bell Investment Advisors sold 141 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $5K.
Bell Investment Advisors first reported a position in Switch, Inc. Class A Common Stock in Q3 2021 and held it in 4 quarters.
Bell Investment Advisors's Switch, Inc. Class A Common Stock position peaked at $6K in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.