CWP
SUMO

Concord Wealth Partners’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Concord Wealth Partners’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
2021
Q1 		– Sell
-61
Closed -$2K – 1081
2020
Q4 		$2K Buy
+61
New +$1.44K ﹤0.01% 579

Other funds holding SUMO

GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Concord Wealth Partners's SUMO Position: Q1 2021 in Review

Concord Wealth Partners sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2021, closing a stake of 61 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in SUMO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 124 funds tracked by Wall St. Rank hold SUMO as of Q1 2021.

  • Concord Wealth Partners reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 61 Sumo Logic, Inc. Common Stock shares in Q1 2021, an estimated $2K.
  • Concord Wealth Partners first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Sumo Logic, Inc. Common Stock position peaked at $2K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.