LPL Financial
SWCH

LPL Financial’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

LPL Financial’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
-13,775
Closed -$464K – 4626
2022
Q3 		$464K Sell
13,775
-8,547
-38% -$289K ﹤0.01% 3223
2022
Q2 		$748K Sell
22,322
-29,276
-57% -$946K ﹤0.01% 2839
2022
Q1 		$1.59M Sell
51,598
-8,898
-15% -$237K ﹤0.01% 2231
2021
Q4 		$1.73M Buy
60,496
+7,848
+15% +$205K ﹤0.01% 2197
2021
Q3 		$1.34M Sell
52,648
-11,387
-18% -$267K ﹤0.01% 2382
2021
Q2 		$1.35M Buy
64,035
+15,330
+31% +$294K ﹤0.01% 2317
2021
Q1 		$792K Sell
48,705
-414
-0.8% -$6.9K ﹤0.01% 2607
2020
Q4 		$804K Buy
49,119
+14,002
+40% +$219K ﹤0.01% 2364
2020
Q3 		$548K Sell
35,117
-2,459
-7% -$41.9K ﹤0.01% 2385
2020
Q2 		$670K Buy
37,576
+7,429
+25% +$130K ﹤0.01% 2144
2020
Q1 		$435K Buy
30,147
+7,067
+31% +$107K ﹤0.01% 2182
2019
Q4 		$342K Buy
23,080
+4,080
+21% +$61.8K ﹤0.01% 2679
2019
Q3 		$297K Buy
+19,000
New +$282K ﹤0.01% 2688

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

LPL Financial's SWCH Position: Q4 2022 in Review

LPL Financial sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 13,775 shares — an estimated $464K sold.

LPL Financial first reported a position in SWCH in Q3 2019 and held it in 13 quarters. The position peaked at $1.73M in Q4 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • LPL Financial reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 13,775 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $464K.
  • LPL Financial first reported a position in Switch, Inc. Class A Common Stock in Q3 2019 and held it in 13 quarters.
  • LPL Financial's Switch, Inc. Class A Common Stock position peaked at $1.73M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.