BWM
SWCH

BerganKDV Wealth Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

BerganKDV Wealth Management’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
2020
Q2 		– Sell
-82
Closed -$1K – 1126
2020
Q1 		$1K Hold
82
– – ﹤0.01% 906
2019
Q4 		$1K Buy
+82
New +$1.24K ﹤0.01% 913

Other funds holding SWCH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BerganKDV Wealth Management's SWCH Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q2 2020, closing a stake of 82 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SWCH in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 200 funds tracked by Wall St. Rank hold SWCH as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Switch, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 82 Switch, Inc. Class A Common Stock shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Switch, Inc. Class A Common Stock in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Switch, Inc. Class A Common Stock position peaked at $1K in Q1 2020.
  • 200 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.