PMFA
SWCH

Plante Moran Financial Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Plante Moran Financial 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
-331
Closed -$11K – 988
2022
Q3 		$11K Buy
+331
New +$11.2K ﹤0.01% 572

Other funds holding SWCH

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

Plante Moran Financial Advisors's SWCH Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 331 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in SWCH in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 331 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Switch, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Switch, Inc. Class A Common Stock position peaked at $11K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.