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

Next Financial Group’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
2021 Q4	$18K	Buy	607 +575	+1,797%	+$15K	﹤0.01%	1946
2021 Q3	$1K	Buy	+32	New	+$751	﹤0.01%	2720
2021 Q2	–	Sell	-367	Closed	-$6K	–	2751
2021 Q1	$6K	Buy	+367	New	+$6.12K	﹤0.01%	2068
2020 Q4	–	Sell	-900	Closed	-$14K	–	2446
2020 Q3	$14K	Buy	+900	New	+$15.3K	﹤0.01%	1536
2020 Q1	–	Sell	-1,324	Closed	-$20K	–	2485
2019 Q4	$20K	Sell	1,324 -915	-41%	-$13.9K	﹤0.01%	1530
2019 Q3	$35K	Buy	+2,239	New	+$33.2K	﹤0.01%	1260

Other funds holding SWCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's SWCH Position: Q4 2021 in Review

Next Financial Group increased its Switch, Inc. Class A Common Stock (SWCH) stake by 1,797% in Q4 2021, buying an estimated $15K and bringing the position to 607 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Next Financial Group first reported a position in SWCH in Q3 2019 and has held it in 6 quarters since. The position peaked at $35K in Q3 2019. 233 funds tracked by Wall St. Rank hold SWCH as of Q4 2021.

Next Financial Group held 607 shares of Switch, Inc. Class A Common Stock worth $18K as of Q4 2021.
Next Financial Group bought 575 Switch, Inc. Class A Common Stock shares in Q4 2021, an estimated $15K.
Switch, Inc. Class A Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1946 holding.
Next Financial Group first reported a position in Switch, Inc. Class A Common Stock in Q3 2019 and has held it in 6 quarters since.
Next Financial Group's Switch, Inc. Class A Common Stock position peaked at $35K in Q3 2019.
233 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.