WD Rutherford’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

WD Rutherford’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	-1,350	Closed	-$45K	–	139
2022 Q3	$45K	Hold	1,350	–	–	0.04%	100
2022 Q2	$45K	Hold	1,350	–	–	0.03%	91
2022 Q1	$42K	Buy	1,350 +1,150	+575%	+$30.7K	0.02%	110
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	123
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	126
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	123
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	121
2020 Q4	$3K	Buy	+200	New	+$3.13K	﹤0.01%	115

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

WD Rutherford's SWCH Position: Q4 2022 in Review

WD Rutherford sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 1,350 shares — an estimated $45K sold.

WD Rutherford first reported a position in SWCH in Q4 2020 and held it in 8 quarters. The position peaked at $45K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

WD Rutherford reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
WD Rutherford sold 1,350 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $45K.
WD Rutherford first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
WD Rutherford's Switch, Inc. Class A Common Stock position peaked at $45K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on WD Rutherford's 13F filing for Q4 2022, filed 30 Jan 2023.