Laird Norton Wetherby Wealth Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Laird Norton Wetherby Wealth Management’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	-15,096	Closed	-$509K	–	969
2022 Q3	$509K	Sell	15,096 -394	-3%	-$13.3K	0.04%	487
2022 Q2	$519K	Buy	15,490 +479	+3%	+$15.5K	0.04%	491
2022 Q1	$463K	Buy	15,011 +1,649	+12%	+$44K	0.03%	551
2021 Q4	$383K	Buy	13,362 +2,343	+21%	+$61.2K	0.02%	633
2021 Q3	$280K	Buy	+11,019	New	+$259K	0.02%	737

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

Laird Norton Wetherby Wealth Management's SWCH Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 15,096 shares — an estimated $509K sold.

Laird Norton Wetherby Wealth Management first reported a position in SWCH in Q3 2021 and held it in 5 quarters. The position peaked at $519K in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 15,096 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $509K.
Laird Norton Wetherby Wealth Management first reported a position in Switch, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Switch, Inc. Class A Common Stock position peaked at $519K in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.