TCI Wealth Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

TCI Wealth Advisors’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	-95	Closed	-$3K	–	2709
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	1886
2022 Q2	$3K	Hold	95	–	–	﹤0.01%	1954
2022 Q1	$3K	Buy	+95	New	+$2.53K	﹤0.01%	1940
2018 Q3	–	Sell	-87	Closed	-$1K	–	1633
2018 Q2	$1K	Buy	+87	New	+$1.19K	﹤0.01%	1430

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

TCI Wealth Advisors's SWCH Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SWCH in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

TCI Wealth Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 95 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Switch, Inc. Class A Common Stock in Q2 2018 and held it in 4 quarters.
TCI Wealth Advisors's Switch, Inc. Class A Common Stock position peaked at $3K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.