Bogart Wealth LLC’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Bogart Wealth LLC’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
2023 Q2	–	Sell	-71	Closed	-$851	–	1153
2023 Q1	$851	Buy	+71	New	+$778	﹤0.01%	999
2022 Q4	–	Sell	-100	Closed	-$1K	–	1230
2022 Q3	$1K	Buy	+100	New	+$798	﹤0.01%	971

Other funds holding SUMO

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bogart Wealth LLC's SUMO Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 71 shares — an estimated $851 sold.

Bogart Wealth LLC first reported a position in SUMO in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Bogart Wealth LLC reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 71 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $851.
Bogart Wealth LLC first reported a position in Sumo Logic, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
Bogart Wealth LLC's Sumo Logic, Inc. Common Stock position peaked at $1K in Q3 2022.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.