Spire Wealth Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Spire Wealth 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	-40	Closed	-$1K	–	2436
2022 Q3	$1K	Sell	40 -10	-20%	-$339	﹤0.01%	2163
2022 Q2	$2K	Buy	+50	New	+$1.62K	﹤0.01%	2437

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

Spire Wealth Management's SWCH Position: Q4 2022 in Review

Spire Wealth Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SWCH in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Spire Wealth Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 40 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1K.
Spire Wealth Management first reported a position in Switch, Inc. Class A Common Stock in Q2 2022 and held it in 2 quarters.
Spire Wealth Management's Switch, Inc. Class A Common Stock position peaked at $2K in Q2 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.