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

Covestor’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	-359	Closed	-$12K	–	2816
2022 Q3	$12K	Sell	359 -7	-2%	-$237	0.01%	1207
2022 Q2	$12K	Buy	366 +184	+101%	+$5.95K	0.01%	1164
2022 Q1	$6K	Sell	182 -29	-14%	-$773	﹤0.01%	1475
2021 Q4	$6K	Buy	+211	New	+$5.51K	0.01%	1273

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

Covestor's SWCH Position: Q4 2022 in Review

Covestor sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 359 shares — an estimated $12K sold.

Covestor first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Covestor reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Covestor sold 359 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $12K.
Covestor first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Covestor's Switch, Inc. Class A Common Stock position peaked at $12K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.