Steward Partners Investment Advisory’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Steward Partners Investment Advisory’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	-3,650	Closed	-$123K	–	3496
2022 Q3	$123K	Sell	3,650 -170	-4%	-$5.76K	﹤0.01%	1413
2022 Q2	$128K	Buy	3,820 +160	+4%	+$5.17K	﹤0.01%	1394
2022 Q1	$113K	Buy	3,660 +505	+16%	+$13.5K	﹤0.01%	1561
2021 Q4	$90K	Buy	3,155 +2,092	+197%	+$54.7K	﹤0.01%	1644
2021 Q3	$27K	Buy	1,063 +53	+5%	+$1.24K	﹤0.01%	2196
2021 Q2	$21K	Sell	1,010 -17,568	-95%	-$337K	﹤0.01%	5028
2021 Q1	$302K	Sell	18,578 -983	-5%	-$16.4K	0.01%	1093
2020 Q4	$320K	Sell	19,561 -2,314	-11%	-$36.2K	0.01%	898
2020 Q3	$341K	Buy	21,875 +14,411	+193%	+$245K	0.01%	775
2020 Q2	$133K	Buy	+7,464	New	+$131K	﹤0.01%	1028
2019 Q3	–	Sell	-100	Closed	-$1K	–	2814
2019 Q2	$1K	Buy	+100	New	+$1.18K	﹤0.01%	2575
2018 Q4	–	Sell	-1,320	Closed	-$14K	–	2351
2018 Q3	$14K	Sell	1,320 -1,336	-50%	-$16.1K	﹤0.01%	1742
2018 Q2	$32K	Sell	2,656 -619	-19%	-$8.46K	﹤0.01%	1280
2018 Q1	$52K	Buy	3,275 +330	+11%	+$5.22K	﹤0.01%	993
2017 Q4	$53K	Buy	+2,945	New	+$53.8K	﹤0.01%	809

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

Steward Partners Investment Advisory's SWCH Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 3,650 shares — an estimated $123K sold.

Steward Partners Investment Advisory first reported a position in SWCH in Q4 2017 and held it in 15 quarters. The position peaked at $341K in Q3 2020. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,650 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $123K.
Steward Partners Investment Advisory first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 15 quarters.
Steward Partners Investment Advisory's Switch, Inc. Class A Common Stock position peaked at $341K in Q3 2020.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.