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

JFS Wealth 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	-55	Closed	-$2K	–	2011
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	1449
2022 Q2	$2K	Buy	55 +11	+25%	+$355	﹤0.01%	1436
2022 Q1	$1K	Buy	44 +26	+144%	+$693	﹤0.01%	1789
2021 Q4	$1K	Buy	+18	New	+$470	﹤0.01%	1667

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

JFS Wealth Advisors's SWCH Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 55 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

JFS Wealth Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 55 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $2K.
JFS Wealth Advisors first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
JFS Wealth Advisors's Switch, Inc. Class A Common Stock position peaked at $2K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

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