IA
SUMO

IFP Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

IFP Advisors’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
Q1 		– Sell
-71
Closed -$2K – 4610
2022
Q4 		$2K Hold
71
– – ﹤0.01% 4260
2022
Q3 		$2K Hold
71
– – ﹤0.01% 4460
2022
Q2 		$2K Hold
71
– – ﹤0.01% 4240
2022
Q1 		$2K Buy
+71
New +$823 ﹤0.01% 4238

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's SUMO Position: Q1 2023 in Review

IFP Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2023, closing a stake of 71 shares — an estimated $2K sold.

IFP Advisors first reported a position in SUMO in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q4 2022. 176 funds tracked by Wall St. Rank hold SUMO as of Q1 2023.

  • IFP Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 71 Sumo Logic, Inc. Common Stock shares in Q1 2023, an estimated $2K.
  • IFP Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Sumo Logic, Inc. Common Stock position peaked at $2K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.