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

Creative 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	-7,217	Closed	-$243K	–	2651
2022 Q3	$243K	Sell	7,217 -565	-7%	-$19.1K	﹤0.01%	1777
2022 Q2	$261K	Sell	7,782 -783	-9%	-$25.3K	﹤0.01%	1708
2022 Q1	$264K	Buy	+8,565	New	+$228K	﹤0.01%	1717
2021 Q1	–	Sell	-21,370	Closed	-$350K	–	2773
2020 Q4	$350K	Buy	+21,370	New	+$334K	﹤0.01%	1527

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

Creative Planning's SWCH Position: Q4 2022 in Review

Creative Planning sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 7,217 shares — an estimated $243K sold.

Creative Planning first reported a position in SWCH in Q4 2020 and held it in 4 quarters. The position peaked at $350K in Q4 2020. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Creative Planning reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 7,217 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $243K.
Creative Planning first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
Creative Planning's Switch, Inc. Class A Common Stock position peaked at $350K in Q4 2020.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

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