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Legacy Wealth Asset Management’s Logitech LOGI Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-7,591
Closed -$451K – 342
2023
Q2 		$451K Buy
7,591
+68
+0.9% +$4.12K 0.16% 220
2023
Q1 		$437K Buy
7,523
+155
+2% +$8.81K 0.16% 226
2022
Q4 		$459K Sell
7,368
-4,115
-36% -$225K 0.17% 203
2022
Q3 		$528K Buy
+11,483
New +$604K 0.23% 151

Other funds holding LOGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Legacy Wealth Asset Management's LOGI Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of Logitech (LOGI) in Q3 2023, closing a stake of 7,591 shares — an estimated $451K sold.

Legacy Wealth Asset Management first reported a position in LOGI in Q3 2022 and held it in 4 quarters. The position peaked at $528K in Q3 2022. 242 funds tracked by Wall St. Rank hold LOGI as of Q3 2023.

  • Legacy Wealth Asset Management reported no remaining Logitech position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,591 Logitech shares in Q3 2023, an estimated $451K.
  • Legacy Wealth Asset Management first reported a position in Logitech in Q3 2022 and held it in 4 quarters.
  • Legacy Wealth Asset Management's Logitech position peaked at $528K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held Logitech as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.