Envestnet Asset Management
SWCH

Envestnet Asset Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Envestnet Asset Management’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
-31,803
Closed -$1.07M – 4120
2022
Q3 		$1.07M Sell
31,803
-151,230
-83% -$5.12M ﹤0.01% 2513
2022
Q2 		$6.13M Sell
183,033
-226,632
-55% -$7.32M ﹤0.01% 1412
2022
Q1 		$12.6M Buy
409,665
+70,489
+21% +$1.88M 0.01% 1087
2021
Q4 		$9.71M Buy
339,176
+160,596
+90% +$4.2M ﹤0.01% 1196
2021
Q3 		$4.53M Buy
178,580
+57,547
+48% +$1.35M ﹤0.01% 1611
2021
Q2 		$2.56M Buy
121,033
+93,131
+334% +$1.78M ﹤0.01% 1907
2021
Q1 		$454K Buy
+27,902
New +$465K ﹤0.01% 2898

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

Envestnet Asset Management's SWCH Position: Q4 2022 in Review

Envestnet Asset Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 31,803 shares — an estimated $1.07M sold.

Envestnet Asset Management first reported a position in SWCH in Q1 2021 and held it in 7 quarters. The position peaked at $12.6M in Q1 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Envestnet Asset Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 31,803 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.07M.
  • Envestnet Asset Management first reported a position in Switch, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
  • Envestnet Asset Management's Switch, Inc. Class A Common Stock position peaked at $12.6M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.