UCFA
SWCH

United Capital Financial Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

United Capital Financial 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
-39,880
Closed -$1.34M – 1126
2022
Q3 		$1.34M Sell
39,880
-56
-0.1% -$1.9K 0.01% 551
2022
Q2 		$1.34M Buy
39,936
+25,946
+185% +$838K 0.01% 572
2022
Q1 		$431K Buy
+13,990
New +$373K ﹤0.01% 882

Other funds holding SWCH

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
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

United Capital Financial Advisors's SWCH Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 39,880 shares — an estimated $1.34M sold.

United Capital Financial Advisors first reported a position in SWCH in Q1 2022 and held it in 3 quarters. The position peaked at $1.34M in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 39,880 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $1.34M.
  • United Capital Financial Advisors first reported a position in Switch, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
  • United Capital Financial Advisors's Switch, Inc. Class A Common Stock position peaked at $1.34M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.