DI
SWCH

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

Disciplined Investments’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
-16
Closed -$1K – 1708
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1182
2022
Q2 		$1K Buy
16
+2
+14% +$65 ﹤0.01% 1209
2022
Q1 		$0 Buy
+14
New +$373 ﹤0.01% 1691

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
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

Disciplined Investments's SWCH Position: Q4 2022 in Review

Disciplined Investments sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Disciplined Investments first reported a position in SWCH in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Disciplined Investments reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 16 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
  • Disciplined Investments first reported a position in Switch, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's Switch, Inc. Class A Common Stock position peaked at $1K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.