PWPS
SWCH

Pinnacle Wealth Planning Services’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-141
Closed -$2K – 2159
2020
Q4 		$2K Buy
+141
New +$2.2K ﹤0.01% 2020

Other funds holding SWCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's SWCH Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Switch, Inc. Class A Common Stock (SWCH) in Q1 2021, closing a stake of 141 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in SWCH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 177 funds tracked by Wall St. Rank hold SWCH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Switch, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 141 Switch, Inc. Class A Common Stock shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Switch, Inc. Class A Common Stock position peaked at $2K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.