Comprehensive Financial Consultants Institutional’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Comprehensive Financial Consultants Institutional’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	-8,276	Closed	-$280K	–	170
2022 Q3	$280K	Sell	8,276 -587	-7%	-$19.9K	0.18%	127
2022 Q2	$298K	Sell	8,863 -345	-4%	-$11.1K	0.21%	124
2022 Q1	$281K	Sell	9,208 -213	-2%	-$5.68K	0.2%	132
2021 Q4	$245K	Buy	+9,421	New	+$246K	0.16%	137

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

Comprehensive Financial Consultants Institutional's SWCH Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 8,276 shares — an estimated $280K sold.

Comprehensive Financial Consultants Institutional first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $298K in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Comprehensive Financial Consultants Institutional reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 8,276 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $280K.
Comprehensive Financial Consultants Institutional first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's Switch, Inc. Class A Common Stock position peaked at $298K in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.