NIA Impact Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

NIA Impact 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	-42,780	Closed	-$1.44M	–	65
2022 Q3	$1.44M	Sell	42,780 -142,089	-77%	-$4.81M	0.89%	42
2022 Q2	$6.19M	Sell	184,869 -67,518	-27%	-$2.18M	3.72%	6
2022 Q1	$7.78M	Sell	252,387 -41,745	-14%	-$1.11M	3.77%	5
2021 Q4	$7.71M	Sell	294,132 -32,810	-10%	-$857K	4.09%	5
2021 Q3	$8.3M	Buy	326,942 +4,531	+1%	+$106K	3.54%	6
2021 Q2	$6.81M	Buy	322,411 +8,554	+3%	+$164K	3.32%	8
2021 Q1	$5.1M	Buy	313,857 +57,603	+22%	+$960K	2.76%	14
2020 Q4	$4.22M	Buy	+256,254	New	+$4.01M	2.2%	18

Other funds holding SWCH

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

NIA Impact Advisors's SWCH Position: Q4 2022 in Review

NIA Impact Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 42,780 shares — an estimated $1.44M sold.

NIA Impact Advisors first reported a position in SWCH in Q4 2020 and held it in 8 quarters. The position peaked at $8.3M in Q3 2021. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

NIA Impact Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
NIA Impact Advisors sold 42,780 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.44M.
NIA Impact Advisors first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
NIA Impact Advisors's Switch, Inc. Class A Common Stock position peaked at $8.3M in Q3 2021.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on NIA Impact Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.