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

CoreCap 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	-12,380	Closed	-$417K	–	2406
2022 Q3	$417K	Buy	12,380 +12,348	+38,588%	+$418K	0.04%	343
2022 Q2	$1K	Buy	+32	New	+$1.03K	﹤0.01%	2104

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

CoreCap Advisors's SWCH Position: Q4 2022 in Review

CoreCap Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 12,380 shares — an estimated $417K sold.

CoreCap Advisors first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $417K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

CoreCap Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
CoreCap Advisors sold 12,380 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $417K.
CoreCap Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
CoreCap Advisors's Switch, Inc. Class A Common Stock position peaked at $417K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

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