WAM
SWCH

Wealthspire Advisors (Maryland)’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-247
Closed -$3K – 2261
2019
Q1 		$3K Sell
247
-59
-19% -$512 ﹤0.01% 2081
2018
Q4 		$2K Buy
306
+224
+273% +$1.87K ﹤0.01% 2167
2018
Q3 		$1K Sell
82
-36
-31% -$433 ﹤0.01% 2346
2018
Q2 		$1K Buy
+118
New +$1.61K ﹤0.01% 2386

Other funds holding SWCH

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SWCH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Switch, Inc. Class A Common Stock (SWCH) in Q2 2019, closing a stake of 247 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SWCH in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 124 funds tracked by Wall St. Rank hold SWCH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Switch, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 247 Switch, Inc. Class A Common Stock shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Switch, Inc. Class A Common Stock in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Switch, Inc. Class A Common Stock position peaked at $3K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.