EI
SWCH

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

Ellevest Inc’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
-674
Closed -$23K – 2000
2022
Q3 		$23K Buy
674
+193
+40% +$6.54K ﹤0.01% 784
2022
Q2 		$16K Buy
+481
New +$15.5K ﹤0.01% 797

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

Ellevest Inc's SWCH Position: Q4 2022 in Review

Ellevest Inc sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 674 shares — an estimated $23K sold.

Ellevest Inc first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Ellevest Inc reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 674 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $23K.
  • Ellevest Inc first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
  • Ellevest Inc's Switch, Inc. Class A Common Stock position peaked at $23K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.