Halpern Financial’s Logitech LOGI Stock Holding History

Halpern Financial’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
2022 Q1	–	Sell	-200	Closed	-$16.5K	–	251
2021 Q4	$16.5K	Buy	+200	New	+$16.7K	0.01%	153

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

Norges Bank Oslo, Norway $935B AUM

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

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

Halpern Financial's LOGI Position: Q1 2022 in Review

Halpern Financial sold out of Logitech (LOGI) in Q1 2022, closing a stake of 200 shares — an estimated $16.5K sold.

Halpern Financial first reported a position in LOGI in Q4 2021 and held it in 1 quarter. The position peaked at $16.5K in Q4 2021. 292 funds tracked by Wall St. Rank hold LOGI as of Q1 2022.

Halpern Financial reported no remaining Logitech position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 200 Logitech shares in Q1 2022, an estimated $16.5K.
Halpern Financial first reported a position in Logitech in Q4 2021 and held it in 1 quarter.
Halpern Financial's Logitech position peaked at $16.5K in Q4 2021.
292 funds tracked by Wall St. Rank held Logitech as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.