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

Glassman Wealth Services’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	-134	Closed	-$5K	–	2071
2022 Q3	$5K	Hold	134	–	–	﹤0.01%	1022
2022 Q2	$4K	Sell	134 -7	-5%	-$226	﹤0.01%	1107
2022 Q1	$4K	Hold	141	–	–	﹤0.01%	1088
2021 Q4	$4K	Buy	+141	New	+$3.68K	﹤0.01%	1058

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

Glassman Wealth Services's SWCH Position: Q4 2022 in Review

Glassman Wealth Services sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 134 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Glassman Wealth Services reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 134 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $5K.
Glassman Wealth Services first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Glassman Wealth Services's Switch, Inc. Class A Common Stock position peaked at $5K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.