Schubert & Co’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Schubert & Co’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	-26	Closed	-$1K	–	1656
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	1349
2022 Q2	$1K	Buy	26 +8	+44%	+$259	﹤0.01%	1412
2022 Q1	$1K	Buy	18 +2	+13%	+$53	﹤0.01%	1033
2021 Q4	$0	Buy	+16	New	+$418	﹤0.01%	1371

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

Schubert & Co's SWCH Position: Q4 2022 in Review

Schubert & Co sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Schubert & Co first reported a position in SWCH in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Schubert & Co reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Schubert & Co sold 26 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
Schubert & Co first reported a position in Switch, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Schubert & Co's Switch, Inc. Class A Common Stock position peaked at $1K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Schubert & Co's 13F filing for Q4 2022, filed 1 Feb 2023.