EW
SWCH

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

Evoke Wealth’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
-8
Closed – – 1231
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1301
2022
Q2 		$0 Buy
+8
New +$259 ﹤0.01% 1280

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

Evoke Wealth's SWCH Position: Q4 2022 in Review

Evoke Wealth sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 8 shares.

Evoke Wealth first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Evoke Wealth reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 8 Switch, Inc. Class A Common Stock shares in Q4 2022.
  • Evoke Wealth first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
  • Evoke Wealth's Switch, Inc. Class A Common Stock position peaked at $0 in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

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