CPW
SWCH

Catalyst Private Wealth’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Catalyst Private Wealth’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
Q4 		– Sell
-140
Closed -$2K – 305
2020
Q3 		$2K Buy
+140
New +$2.38K ﹤0.01% 277

Other funds holding SWCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Catalyst Private Wealth's SWCH Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2020, closing a stake of 140 shares — an estimated $2K sold.

Catalyst Private Wealth first reported a position in SWCH in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 191 funds tracked by Wall St. Rank hold SWCH as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 140 Switch, Inc. Class A Common Stock shares in Q4 2020, an estimated $2K.
  • Catalyst Private Wealth first reported a position in Switch, Inc. Class A Common Stock in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Switch, Inc. Class A Common Stock position peaked at $2K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.