Capstone Investment Advisors
SWCH

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

Capstone 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
-179,325
Closed -$6.04M – 1740
2022
Q3 		$6.04M Sell
179,325
-34,271
-16% -$1.16M 0.04% 361
2022
Q2 		$7.16M Buy
+213,596
New +$6.9M 0.03% 330

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

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

Capstone Investment Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 179,325 shares — an estimated $6.04M sold.

Capstone Investment Advisors first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $7.16M in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Capstone Investment Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 179,325 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $6.04M.
  • Capstone Investment Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
  • Capstone Investment Advisors's Switch, Inc. Class A Common Stock position peaked at $7.16M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Capstone Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.