Avantax Planning Partners’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

Avantax Planning Partners’s Portfolio LGTY Stock Details LGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,711	Closed	-$204K	–	320
2019 Q4	$204K	Hold	13,711	–	–	0.01%	292
2019 Q3	$206K	Hold	13,711	–	–	0.01%	291
2019 Q2	$179K	Sell	13,711 -900	-6%	-$11.8K	0.01%	290
2019 Q1	$175K	Hold	14,611	–	–	0.01%	286
2018 Q4	$153K	Buy	14,611 +12,763	+691%	+$141K	0.01%	261
2018 Q3	$22K	Buy	+1,848	New	+$27.9K	﹤0.01%	678
2018 Q2	–	Sell	-20,637	Closed	-$268K	–	1550
2018 Q1	$268K	Sell	20,637 -1,596	-7%	-$20.1K	0.02%	245
2017 Q4	$259K	Sell	22,233 -1,469	-6%	-$17.7K	0.02%	249
2017 Q3	$269K	Buy	23,702 +3,876	+20%	+$39.5K	0.02%	299
2017 Q2	$204K	Sell	19,826 -1,178	-6%	-$12.8K	0.02%	324
2017 Q1	$216K	Sell	21,004 -740	-3%	-$7.66K	0.02%	306
2016 Q4	$225K	Buy	+21,744	New	+$232K	0.02%	277

Other funds holding LGTY

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

CCM

Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's LGTY Position: Q1 2020 in Review

Avantax Planning Partners sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q1 2020, closing a stake of 13,711 shares — an estimated $204K sold.

Avantax Planning Partners first reported a position in LGTY in Q4 2016 and held it in 12 quarters. The position peaked at $269K in Q3 2017. 136 funds tracked by Wall St. Rank hold LGTY as of Q1 2020.

Avantax Planning Partners reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Avantax Planning Partners sold 13,711 Logility Supply Chain Solutions, Inc. Common Stock shares in Q1 2020, an estimated $204K.
Avantax Planning Partners first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q4 2016 and held it in 12 quarters.
Avantax Planning Partners's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $269K in Q3 2017.
136 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.