Center for Financial Planning’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Center for Financial Planning’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	-48	Closed	-$2K	–	680
2022 Q3	$2K	Buy	+48	New	+$1.63K	﹤0.01%	576

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

Center for Financial Planning's SWCH Position: Q4 2022 in Review

Center for Financial Planning sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in SWCH in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Center for Financial Planning reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 48 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $2K.
Center for Financial Planning first reported a position in Switch, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
Center for Financial Planning's Switch, Inc. Class A Common Stock position peaked at $2K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.