Carson Wealth (CWM LLC)’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Carson Wealth (CWM 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	-229	Closed	-$3K	–	4591
2023 Q1	$3K	Hold	229	–	–	﹤0.01%	3598
2022 Q4	$2K	Hold	229	–	–	﹤0.01%	3663
2022 Q3	$2K	Buy	229 +72	+46%	+$575	﹤0.01%	3579
2022 Q2	$1K	Buy	157 +85	+118%	+$745	﹤0.01%	3718
2022 Q1	$1K	Hold	72	–	–	﹤0.01%	3466
2021 Q4	$1K	Buy	+72	New	+$1.12K	﹤0.01%	3440
2021 Q2	$2K	Hold	88	–	–	﹤0.01%	2729
2021 Q1	$2K	Hold	88	–	–	﹤0.01%	2729
2020 Q4	$2K	Hold	88	–	–	﹤0.01%	2728
2020 Q3	$2K	Buy	+88	New	+$2.08K	﹤0.01%	2727

Other funds holding SUMO

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

Carson Wealth (CWM LLC)'s SUMO Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 229 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in SUMO in Q3 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2023. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 229 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Sumo Logic, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Sumo Logic, Inc. Common Stock position peaked at $3K in Q1 2023.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.