Creative Planning’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Creative Planning’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	-10,169	Closed	-$122K	–	2890
2023 Q1	$122K	Sell	10,169 -276	-3%	-$3.02K	﹤0.01%	2220
2022 Q4	$84.6K	Buy	+10,445	New	+$79.5K	﹤0.01%	2169

Other funds holding SUMO

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

Creative Planning's SUMO Position: Q2 2023 in Review

Creative Planning sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 10,169 shares — an estimated $122K sold.

Creative Planning first reported a position in SUMO in Q4 2022 and held it in 2 quarters. The position peaked at $122K in Q1 2023. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Creative Planning reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 10,169 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $122K.
Creative Planning first reported a position in Sumo Logic, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
Creative Planning's Sumo Logic, Inc. Common Stock position peaked at $122K in Q1 2023.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.