Capital Advisors Inc’s Logitech LOGI Stock Holding History

Capital Advisors Inc’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
2021 Q4	–	Sell	-3,500	Closed	-$309K	–	253
2021 Q3	$309K	Hold	3,500	–	–	0.01%	192
2021 Q2	$423K	Hold	3,500	–	–	0.01%	174
2021 Q1	$366K	Hold	3,500	–	–	0.01%	173
2020 Q4	$340K	Buy	+3,500	New	+$302K	0.01%	164

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Advisors Inc's LOGI Position: Q4 2021 in Review

Capital Advisors Inc sold out of Logitech (LOGI) in Q4 2021, closing a stake of 3,500 shares — an estimated $309K sold.

Capital Advisors Inc first reported a position in LOGI in Q4 2020 and held it in 4 quarters. The position peaked at $423K in Q2 2021. 290 funds tracked by Wall St. Rank hold LOGI as of Q4 2021.

Capital Advisors Inc reported no remaining Logitech position as of Q4 2021 after selling out during the quarter.
Capital Advisors Inc sold 3,500 Logitech shares in Q4 2021, an estimated $309K.
Capital Advisors Inc first reported a position in Logitech in Q4 2020 and held it in 4 quarters.
Capital Advisors Inc's Logitech position peaked at $423K in Q2 2021.
290 funds tracked by Wall St. Rank held Logitech as of Q4 2021.

Based on Capital Advisors Inc's 13F filing for Q4 2021, filed 27 Jan 2022.