Financial Synergies Wealth Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Financial Synergies Wealth Advisors’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	-33	Closed	-$1.11K	–	509
2022 Q3	$1.11K	Hold	33	–	–	﹤0.01%	288
2022 Q2	$1.11K	Buy	+33	New	+$1.07K	﹤0.01%	297

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

Financial Synergies Wealth Advisors's SWCH Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 33 shares — an estimated $1.11K sold.

Financial Synergies Wealth Advisors first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $1.11K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Financial Synergies Wealth Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 33 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.11K.
Financial Synergies Wealth Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
Financial Synergies Wealth Advisors's Switch, Inc. Class A Common Stock position peaked at $1.11K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.