MYIA
LOGC

Mount Yale Investment Advisors’s ContextLogic LOGC Stock Holding History

Mount Yale Investment Advisors’s Portfolio LOGC Stock Details LOGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-367
Closed -$4.9K – 518
2023
Q1 		$4.9K Hold
367
– – ﹤0.01% 481
2022
Q4 		$5.37K Hold
367
– – ﹤0.01% 452
2022
Q3 		$8K Hold
367
– – ﹤0.01% 442
2022
Q2 		$18K Hold
367
– – ﹤0.01% 453
2022
Q1 		$25K Hold
367
– – ﹤0.01% 462
2021
Q4 		$34K Buy
+367
New +$48.7K ﹤0.01% 454

Other funds holding LOGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's LOGC Position: Q2 2023 in Review

Mount Yale Investment Advisors sold out of ContextLogic (LOGC) in Q2 2023, closing a stake of 367 shares — an estimated $4.9K sold.

Mount Yale Investment Advisors first reported a position in LOGC in Q4 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 93 funds tracked by Wall St. Rank hold LOGC as of Q2 2023.

  • Mount Yale Investment Advisors reported no remaining ContextLogic position as of Q2 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 367 ContextLogic shares in Q2 2023, an estimated $4.9K.
  • Mount Yale Investment Advisors first reported a position in ContextLogic in Q4 2021 and held it in 6 quarters.
  • Mount Yale Investment Advisors's ContextLogic position peaked at $34K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held ContextLogic as of Q2 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.