PWPS
SUMO

Pinnacle Wealth Planning Services’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Pinnacle Wealth Planning Services’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
2022
Q3 		– Sell
-10,088
Closed -$76K – 458
2022
Q2 		$76K Buy
+10,088
New +$88.4K 0.01% 395

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
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's SUMO Position: Q3 2022 in Review

Pinnacle Wealth Planning Services sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q3 2022, closing a stake of 10,088 shares — an estimated $76K sold.

Pinnacle Wealth Planning Services first reported a position in SUMO in Q2 2022 and held it in 1 quarter. The position peaked at $76K in Q2 2022. 165 funds tracked by Wall St. Rank hold SUMO as of Q3 2022.

  • Pinnacle Wealth Planning Services reported no remaining Sumo Logic, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 10,088 Sumo Logic, Inc. Common Stock shares in Q3 2022, an estimated $76K.
  • Pinnacle Wealth Planning Services first reported a position in Sumo Logic, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Sumo Logic, Inc. Common Stock position peaked at $76K in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q3 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2022, filed 9 Nov 2022.