WFO
SWCH

Wealthgate Family Office’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Wealthgate Family Office’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
2021
Q2 		– Sell
-101,366
Closed -$1.65M – 39
2021
Q1 		$1.65M Buy
101,366
+55,100
+119% +$918K 2.24% 8
2020
Q4 		$757K Buy
+46,266
New +$723K 1.13% 13

Other funds holding SWCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealthgate Family Office's SWCH Position: Q2 2021 in Review

Wealthgate Family Office sold out of Switch, Inc. Class A Common Stock (SWCH) in Q2 2021, closing a stake of 101,366 shares — an estimated $1.65M sold.

Wealthgate Family Office first reported a position in SWCH in Q4 2020 and held it in 2 quarters. The position peaked at $1.65M in Q1 2021. 190 funds tracked by Wall St. Rank hold SWCH as of Q2 2021.

  • Wealthgate Family Office reported no remaining Switch, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 101,366 Switch, Inc. Class A Common Stock shares in Q2 2021, an estimated $1.65M.
  • Wealthgate Family Office first reported a position in Switch, Inc. Class A Common Stock in Q4 2020 and held it in 2 quarters.
  • Wealthgate Family Office's Switch, Inc. Class A Common Stock position peaked at $1.65M in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.