Mascoma Wealth Management’s Logitech LOGI Stock Holding History

Mascoma 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
2023 Q2	–	Sell	-306	Closed	-$18.2K	–	542
2023 Q1	$18.2K	Hold	306	–	–	0.01%	349
2022 Q4	$19.1K	Hold	306	–	–	0.01%	340
2022 Q3	$14K	Buy	306 +4	+1%	+$210	﹤0.01%	364
2022 Q2	$16K	Hold	302	–	–	0.01%	369
2022 Q1	$22K	Hold	302	–	–	0.01%	356
2021 Q4	$25K	Sell	302 -48	-14%	-$4.01K	0.01%	298
2021 Q3	$31K	Buy	+350	New	+$37.8K	0.01%	248
2021 Q2	–	Sell	-300	Closed	-$31K	–	306
2021 Q1	$31K	Buy	+300	New	+$31.6K	0.01%	257

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mascoma Wealth Management's LOGI Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Logitech (LOGI) in Q2 2023, closing a stake of 306 shares — an estimated $18.2K sold.

Mascoma Wealth Management first reported a position in LOGI in Q1 2021 and held it in 8 quarters. The position peaked at $31K in Q3 2021. 246 funds tracked by Wall St. Rank hold LOGI as of Q2 2023.

Mascoma Wealth Management reported no remaining Logitech position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 306 Logitech shares in Q2 2023, an estimated $18.2K.
Mascoma Wealth Management first reported a position in Logitech in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's Logitech position peaked at $31K in Q3 2021.
246 funds tracked by Wall St. Rank held Logitech as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.