GAA
SWCH

Green Alpha Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Green Alpha 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
-27,558
Closed -$928K – 148
2022
Q3 		$928K Sell
27,558
-493,513
-95% -$16.7M 0.79% 45
2022
Q2 		$17.5M Buy
521,071
+400,140
+331% +$12.9M 4.01% 3
2022
Q1 		$3.73M Buy
120,931
+484
+0.4% +$12.9K 2.51% 2
2021
Q4 		$3.45M Buy
120,447
+1,580
+1% +$41.3K 2.33% 1
2021
Q3 		$3.02M Buy
118,867
+5,426
+5% +$127K 2.08% 1
2021
Q2 		$2.4M Buy
113,441
+50,696
+81% +$972K 1.63% 3
2021
Q1 		$1.02M Buy
62,745
+4,862
+8% +$81K 1.01% 38
2020
Q4 		$948K Buy
+57,883
New +$905K 1.15% 29

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B 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