GRP
SWCH

Global Retirement Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Global Retirement Partners’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
-34
Closed -$1K – 3118
2022
Q3 		$1K Sell
34
-1
-3% -$34 ﹤0.01% 2654
2022
Q2 		$1K Buy
+35
New +$1.13K ﹤0.01% 2647
2021
Q4 		– Sell
-1,521
Closed -$39K – 1982
2021
Q3 		$39K Sell
1,521
-607
-29% -$14.2K ﹤0.01% 941
2021
Q2 		$45K Buy
2,128
+26
+1% +$498 ﹤0.01% 899
2021
Q1 		$34K Buy
2,102
+1,100
+110% +$18.3K ﹤0.01% 927
2020
Q4 		$16K Buy
1,002
+83
+9% +$1.3K ﹤0.01% 1126
2020
Q3 		$14K Hold
919
– – ﹤0.01% 1057
2020
Q2 		$16K Buy
919
+314
+52% +$5.5K ﹤0.01% 976
2020
Q1 		$9K Buy
+605
New +$9.2K ﹤0.01% 1070

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

Global Retirement Partners's SWCH Position: Q4 2022 in Review

Global Retirement Partners sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 34 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in SWCH in Q1 2020 and held it in 9 quarters. The position peaked at $45K in Q2 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Global Retirement Partners reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 34 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
  • Global Retirement Partners first reported a position in Switch, Inc. Class A Common Stock in Q1 2020 and held it in 9 quarters.
  • Global Retirement Partners's Switch, Inc. Class A Common Stock position peaked at $45K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.