AWA
SUMO

Amplius Wealth Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Amplius Wealth Advisors’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$1K – 988
2021
Q4 		$1K Buy
+100
New +$1.55K ﹤0.01% 930

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Amplius Wealth Advisors's SUMO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in SUMO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 163 funds tracked by Wall St. Rank hold SUMO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 100 Sumo Logic, Inc. Common Stock shares in Q1 2022, an estimated $1K.
  • Amplius Wealth Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Sumo Logic, Inc. Common Stock position peaked at $1K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.