WWA
SWCH

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

WCG 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
-77,774
Closed -$2.62M – 288
2022
Q3 		$2.62M Buy
+77,774
New +$2.63M 0.35% 64

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

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

WCG Wealth Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 77,774 shares — an estimated $2.62M sold.

WCG Wealth Advisors first reported a position in SWCH in Q3 2022 and held it in 1 quarter. The position peaked at $2.62M in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 77,774 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $2.62M.
  • WCG Wealth Advisors first reported a position in Switch, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Switch, Inc. Class A Common Stock position peaked at $2.62M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.