Rockefeller Capital Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Rockefeller Capital Management’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	-3,672	Closed	-$123K	–	4387
2022 Q3	$123K	Buy	3,672 +297	+9%	+$10.1K	﹤0.01%	1880
2022 Q2	$112K	Sell	3,375 -658	-16%	-$21.3K	﹤0.01%	1885
2022 Q1	$124K	Buy	4,033 +568	+16%	+$15.1K	﹤0.01%	1892
2021 Q4	$99K	Sell	3,465 -940	-21%	-$24.6K	﹤0.01%	1949
2021 Q3	$111K	Buy	4,405 +1,405	+47%	+$33K	﹤0.01%	1815
2021 Q2	$63K	Hold	3,000	–	–	﹤0.01%	1977
2021 Q1	$48K	Hold	3,000	–	–	﹤0.01%	1910
2020 Q4	$49K	Hold	3,000	–	–	﹤0.01%	1696
2020 Q3	$46K	Hold	3,000	–	–	﹤0.01%	1531
2020 Q2	$53K	Hold	3,000	–	–	﹤0.01%	1399
2020 Q1	$43K	Buy	+3,000	New	+$45.6K	﹤0.01%	1292
2019 Q2	–	Sell	-101	Closed	-$1K	–	2059
2019 Q1	$1K	Buy	+101	New	+$877	﹤0.01%	1893

Other funds holding SWCH

HSA

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

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

Rockefeller Capital Management's SWCH Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 3,672 shares — an estimated $123K sold.

Rockefeller Capital Management first reported a position in SWCH in Q1 2019 and held it in 12 quarters. The position peaked at $124K in Q1 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Rockefeller Capital Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Rockefeller Capital Management sold 3,672 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $123K.
Rockefeller Capital Management first reported a position in Switch, Inc. Class A Common Stock in Q1 2019 and held it in 12 quarters.
Rockefeller Capital Management's Switch, Inc. Class A Common Stock position peaked at $124K in Q1 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.