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Lake Point Wealth Management’s Logitech LOGI Stock Holding History

Lake Point 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
2021
Q4 		– Sell
-50
Closed -$4K – 466
2021
Q3 		$4K Hold
50
– – ﹤0.01% 263
2021
Q2 		$6K Buy
+50
New +$5.85K ﹤0.01% 229

Other funds holding LOGI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lake Point Wealth Management's LOGI Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Logitech (LOGI) in Q4 2021, closing a stake of 50 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in LOGI in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 290 funds tracked by Wall St. Rank hold LOGI as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Logitech position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 50 Logitech shares in Q4 2021, an estimated $4K.
  • Lake Point Wealth Management first reported a position in Logitech in Q2 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Logitech position peaked at $6K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Logitech as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.