SFS
SWCH

Sowell Financial Services’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Sowell Financial 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
Q2 		– Sell
-8,090
Closed -$145K – 3046
2021
Q1 		$145K Buy
8,090
+1,129
+16% +$18.8K 0.01% 1206
2020
Q4 		$114K Sell
6,961
-552
-7% -$8.63K ﹤0.01% 1106
2020
Q3 		$117K Buy
7,513
+1,013
+16% +$17.3K 0.01% 917
2020
Q2 		$116K Buy
6,500
+1,500
+30% +$26.3K 0.01% 920
2020
Q1 		$72K Buy
+5,000
New +$76K 0.01% 936

Other funds holding SWCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's SWCH Position: Q2 2021 in Review

Sowell Financial Services sold out of Switch, Inc. Class A Common Stock (SWCH) in Q2 2021, closing a stake of 8,090 shares — an estimated $145K sold.

Sowell Financial Services first reported a position in SWCH in Q1 2020 and held it in 5 quarters. The position peaked at $145K in Q1 2021. 190 funds tracked by Wall St. Rank hold SWCH as of Q2 2021.

  • Sowell Financial Services reported no remaining Switch, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,090 Switch, Inc. Class A Common Stock shares in Q2 2021, an estimated $145K.
  • Sowell Financial Services first reported a position in Switch, Inc. Class A Common Stock in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Switch, Inc. Class A Common Stock position peaked at $145K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.