OPS
SWCH

Orion Portfolio Solutions’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-187
Closed -$3K – 2236
2020
Q2 		$3K Hold
187
– – ﹤0.01% 1714
2020
Q1 		$3K Sell
187
-30
-14% -$456 ﹤0.01% 1520
2019
Q4 		$3K Buy
+217
New +$3.29K ﹤0.01% 1460

Other funds holding SWCH

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

Orion Portfolio Solutions's SWCH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Switch, Inc. Class A Common Stock (SWCH) in Q3 2020, closing a stake of 187 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in SWCH in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 197 funds tracked by Wall St. Rank hold SWCH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Switch, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 187 Switch, Inc. Class A Common Stock shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Switch, Inc. Class A Common Stock in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Switch, Inc. Class A Common Stock position peaked at $3K in Q2 2020.
  • 197 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.