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

Truist Financial’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	-6,381	Closed	-$215K	–	2723
2022 Q3	$215K	Sell	6,381 -2,745	-30%	-$93K	﹤0.01%	2271
2022 Q2	$307K	Sell	9,126 -8,581	-48%	-$277K	﹤0.01%	2202
2022 Q1	$545K	Buy	17,707 +4,400	+33%	+$117K	﹤0.01%	1961
2021 Q4	$381K	Buy	13,307 +4,352	+49%	+$114K	﹤0.01%	2198
2021 Q3	$227K	Sell	8,955 -5,578	-38%	-$131K	﹤0.01%	2501
2021 Q2	$307K	Buy	14,533 +3,473	+31%	+$66.6K	﹤0.01%	2356
2021 Q1	$180K	Sell	11,060 -4,421	-29%	-$73.7K	﹤0.01%	2524
2020 Q4	$254K	Buy	+15,481	New	+$242K	﹤0.01%	2261

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

Truist Financial's SWCH Position: Q4 2022 in Review

Truist Financial sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 6,381 shares — an estimated $215K sold.

Truist Financial first reported a position in SWCH in Q4 2020 and held it in 8 quarters. The position peaked at $545K in Q1 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Truist Financial reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 6,381 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $215K.
Truist Financial first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
Truist Financial's Switch, Inc. Class A Common Stock position peaked at $545K in Q1 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.