BFEC
SWCH

Benjamin F. Edwards & Company’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Benjamin F. Edwards & Company’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
-192
Closed -$6K – 1934
2022
Q3 		$6K Hold
192
– – ﹤0.01% 1534
2022
Q2 		$6K Hold
192
– – ﹤0.01% 1515
2022
Q1 		$6K Hold
192
– – ﹤0.01% 1499
2021
Q4 		$5K Buy
+192
New +$5.02K ﹤0.01% 1541
2021
Q2 		– Sell
-22,495
Closed -$366K – 1799
2021
Q1 		$366K Buy
22,495
+2,455
+12% +$40.9K 0.02% 527
2020
Q4 		$328K Buy
20,040
+5,234
+35% +$81.8K 0.02% 523
2020
Q3 		$231K Buy
14,806
+12,213
+471% +$208K 0.02% 560
2020
Q2 		$46K Buy
2,593
+1,584
+157% +$27.7K ﹤0.01% 910
2020
Q1 		$15K Sell
1,009
-191
-16% -$2.9K ﹤0.01% 1168
2019
Q4 		$18K Hold
1,200
– – ﹤0.01% 1271
2019
Q3 		$19K Buy
+1,200
New +$17.8K ﹤0.01% 1225
2018
Q2 		– Sell
-100
Closed -$2K – 1670
2018
Q1 		$2K Hold
100
– – ﹤0.01% 1541
2017
Q4 		$2K Buy
+100
New +$1.83K ﹤0.01% 1512

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
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

Benjamin F. Edwards & Company's SWCH Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 192 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in SWCH in Q4 2017 and held it in 13 quarters. The position peaked at $366K in Q1 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 192 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $6K.
  • Benjamin F. Edwards & Company first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 13 quarters.
  • Benjamin F. Edwards & Company's Switch, Inc. Class A Common Stock position peaked at $366K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.