BSW Wealth Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

BSW Wealth Partners’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	-8,743	Closed	-$295K	–	333
2022 Q3	$295K	Buy	8,743 +31	+0.4%	+$1.05K	0.07%	188
2022 Q2	$292K	Buy	8,712 +846	+11%	+$27.3K	0.07%	197
2022 Q1	$242K	Buy	+7,866	New	+$210K	0.06%	237

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

BSW Wealth Partners's SWCH Position: Q4 2022 in Review

BSW Wealth Partners sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 8,743 shares — an estimated $295K sold.

BSW Wealth Partners first reported a position in SWCH in Q1 2022 and held it in 3 quarters. The position peaked at $295K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

BSW Wealth Partners reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
BSW Wealth Partners sold 8,743 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $295K.
BSW Wealth Partners first reported a position in Switch, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
BSW Wealth Partners's Switch, Inc. Class A Common Stock position peaked at $295K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.