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

HighTower 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	-182,458	Closed	-$6.15M	–	3613
2022 Q3	$6.15M	Sell	182,458 -121	-0.1%	-$4.1K	0.02%	720
2022 Q2	$6.12M	Sell	182,579 -45,149	-20%	-$1.46M	0.02%	729
2022 Q1	$7.02M	Sell	227,728 -33,402	-13%	-$891K	0.02%	747
2021 Q4	$7.48M	Buy	261,130 +164	+0.1%	+$4.28K	0.02%	716
2021 Q3	$6.63M	Hold	260,966	–	–	0.02%	705
2021 Q2	$5.51M	Sell	260,966 -160,778	-38%	-$3.08M	0.02%	762
2021 Q1	$6.86M	Sell	421,744 -10,459	-2%	-$174K	0.02%	625
2020 Q4	$7.07M	Buy	432,203 +1,925	+0.4%	+$30.1K	0.03%	481
2020 Q3	$6.72M	Buy	430,278 +600	+0.1%	+$10.2K	0.03%	452
2020 Q2	$7.66M	Sell	429,678 -176,915	-29%	-$3.1M	0.04%	394
2020 Q1	$8.75M	Hold	606,593	–	–	0.06%	301
2019 Q4	$8.99M	Buy	+606,593	New	+$9.2M	0.05%	364
2019 Q1	–	Sell	-3,000	Closed	-$21K	–	2463
2018 Q4	$21K	Sell	3,000 -144,000	-98%	-$1.2M	﹤0.01%	2083
2018 Q3	$1.59M	Sell	147,000 -25,000	-15%	-$301K	0.01%	921
2018 Q2	$2.09M	Buy	+172,000	New	+$2.35M	0.02%	833

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

HighTower Advisors's SWCH Position: Q4 2022 in Review

HighTower Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 182,458 shares — an estimated $6.15M sold.

HighTower Advisors first reported a position in SWCH in Q2 2018 and held it in 15 quarters. The position peaked at $8.99M in Q4 2019. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

HighTower Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
HighTower Advisors sold 182,458 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $6.15M.
HighTower Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2018 and held it in 15 quarters.
HighTower Advisors's Switch, Inc. Class A Common Stock position peaked at $8.99M in Q4 2019.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.