WealthPLAN Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

WealthPLAN Partners’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 Q1	$558K	Sell	18,676 -18,699	-50%	-$499K	0.04%	236
2021 Q4	$958K	Hold	37,375	–	–	0.06%	180
2021 Q3	$981K	Sell	37,375 -495	-1%	-$11.6K	0.07%	169
2021 Q2	$921K	Hold	37,870	–	–	0.06%	156
2021 Q1	$676K	Sell	37,870 -1,844	-5%	-$30.7K	0.05%	191
2020 Q4	$747K	Sell	39,714 -2,331	-6%	-$36.4K	0.06%	165
2020 Q3	$652K	Sell	42,045 -350	-0.8%	-$5.96K	0.06%	167
2020 Q2	$728K	Sell	42,395 -2,714	-6%	-$47.5K	0.08%	145
2020 Q1	$804K	Sell	45,109 -6,071	-12%	-$92.3K	0.1%	119
2019 Q4	$873K	Sell	51,180 -3,690	-7%	-$55.9K	0.1%	117
2019 Q3	$874K	Hold	54,870	–	–	0.12%	116
2019 Q2	$842K	Buy	54,870 +2,822	+5%	+$33.3K	0.13%	114
2019 Q1	$638K	Buy	52,048 +39,708	+322%	+$345K	0.1%	137
2018 Q4	$108K	Buy	+12,340	New	+$103K	0.02%	248

Other funds holding SWCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.67B AUM 71.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

WealthPLAN Partners's SWCH Position: Q1 2022 in Review

WealthPLAN Partners reduced its Switch, Inc. Class A Common Stock (SWCH) stake by 50% in Q1 2022, selling an estimated $499K and leaving 18,676 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #236.

WealthPLAN Partners first reported a position in SWCH in Q4 2018 and has held it in 14 quarters since. The position peaked at $981K in Q3 2021. 275 funds tracked by Wall St. Rank hold SWCH as of Q1 2022.

WealthPLAN Partners held 18,676 shares of Switch, Inc. Class A Common Stock worth $558K as of Q1 2022.
WealthPLAN Partners sold 18,699 Switch, Inc. Class A Common Stock shares in Q1 2022, an estimated $499K.
Switch, Inc. Class A Common Stock made up 0.04% of WealthPLAN Partners's portfolio in Q1 2022, its #236 holding.
WealthPLAN Partners first reported a position in Switch, Inc. Class A Common Stock in Q4 2018 and has held it in 14 quarters since.
WealthPLAN Partners's Switch, Inc. Class A Common Stock position peaked at $981K in Q3 2021.
275 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.