Carson Wealth (CWM LLC)’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Carson Wealth (CWM LLC)’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	-494	Closed	-$17K	–	4388
2022 Q3	$17K	Buy	494 +326	+194%	+$11K	﹤0.01%	2357
2022 Q2	$6K	Buy	168 +44	+35%	+$1.42K	﹤0.01%	2938
2022 Q1	$4K	Buy	124 +54	+77%	+$1.44K	﹤0.01%	2986
2021 Q4	$2K	Buy	+70	New	+$1.83K	﹤0.01%	3225

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

Carson Wealth (CWM LLC)'s SWCH Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 494 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Carson Wealth (CWM LLC) reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 494 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $17K.
Carson Wealth (CWM LLC) first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Switch, Inc. Class A Common Stock position peaked at $17K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.