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Diversify Wealth Management’s Logitech LOGI Stock Holding History

Diversify Wealth Management’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
2024
Q4 		– Sell
-6,816
Closed -$548K – 530
2024
Q3 		$548K Buy
6,816
+460
+7% +$40.9K 0.05% 304
2024
Q2 		$539K Buy
+6,356
New +$572K 0.07% 256

Other funds holding LOGI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diversify Wealth Management's LOGI Position: Q4 2024 in Review

Diversify Wealth Management sold out of Logitech (LOGI) in Q4 2024, closing a stake of 6,816 shares — an estimated $548K sold.

Diversify Wealth Management first reported a position in LOGI in Q2 2024 and held it in 2 quarters. The position peaked at $548K in Q3 2024. 330 funds tracked by Wall St. Rank hold LOGI as of Q4 2024.

  • Diversify Wealth Management reported no remaining Logitech position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 6,816 Logitech shares in Q4 2024, an estimated $548K.
  • Diversify Wealth Management first reported a position in Logitech in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's Logitech position peaked at $548K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Logitech as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.