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Avantax Planning Partners’s Logitech LOGI Stock Holding History

Avantax Planning Partners’s Portfolio LOGI Stock Details LOGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-345
Closed -$15K – 813
2018
Q3 		$15K Buy
+345
New +$16K ﹤0.01% 775
2018
Q2 		– Sell
-1,703
Closed -$62K – 926
2018
Q1 		$62K Buy
+1,703
New +$65.9K 0.01% 491

Other funds holding LOGI

Wellington Management Group
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's LOGI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Logitech (LOGI) in Q4 2018, closing a stake of 345 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in LOGI in Q1 2018 and held it in 2 quarters. The position peaked at $62K in Q1 2018. 148 funds tracked by Wall St. Rank hold LOGI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Logitech position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 345 Logitech shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Logitech in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Logitech position peaked at $62K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held Logitech as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.