Lumature Wealth Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Lumature Wealth Partners’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	-5,000	Closed	-$168K	–	406
2022 Q3	$168K	Hold	5,000	–	–	0.09%	170
2022 Q2	$168K	Sell	5,000 -1,500	-23%	-$48.5K	0.07%	179
2022 Q1	$200K	Hold	6,500	–	–	0.08%	175
2021 Q4	$186K	Hold	6,500	–	–	0.07%	146
2021 Q3	$165K	Hold	6,500	–	–	0.07%	150
2021 Q2	$137K	Hold	6,500	–	–	0.06%	163
2021 Q1	$106K	Buy	+6,500	New	+$108K	0.06%	164

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

Lumature Wealth Partners's SWCH Position: Q4 2022 in Review

Lumature Wealth Partners sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 5,000 shares — an estimated $168K sold.

Lumature Wealth Partners first reported a position in SWCH in Q1 2021 and held it in 7 quarters. The position peaked at $200K in Q1 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Lumature Wealth Partners reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Lumature Wealth Partners sold 5,000 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $168K.
Lumature Wealth Partners first reported a position in Switch, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Lumature Wealth Partners's Switch, Inc. Class A Common Stock position peaked at $200K in Q1 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.