FIM
SWCH

Freedom Investment Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Freedom Investment 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
-6,394
Closed -$215K – 813
2022
Q3 		$215K Sell
6,394
-30,314
-83% -$1.03M 0.02% 655
2022
Q2 		$1.23M Sell
36,708
-33,371
-48% -$1.08M 0.13% 217
2022
Q1 		$2.16M Sell
70,079
-36,804
-34% -$981K 0.19% 126
2021
Q4 		$3.06M Buy
106,883
+2,044
+2% +$53.4K 0.22% 111
2021
Q3 		$2.66M Sell
104,839
-24,792
-19% -$582K 0.2% 119
2021
Q2 		$2.74M Buy
129,631
+6,929
+6% +$133K 0.2% 119
2021
Q1 		$2M Buy
+122,702
New +$2.05M 0.16% 158

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

Freedom Investment Management's SWCH Position: Q4 2022 in Review

Freedom Investment Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 6,394 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in SWCH in Q1 2021 and held it in 7 quarters. The position peaked at $3.06M in Q4 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Freedom Investment Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 6,394 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $215K.
  • Freedom Investment Management first reported a position in Switch, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
  • Freedom Investment Management's Switch, Inc. Class A Common Stock position peaked at $3.06M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.