PWAG
LOGC

Polaris Wealth Advisory Group’s ContextLogic LOGC Stock Holding History

Polaris Wealth Advisory Group’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
-1,840
Closed -$24.6K – 199
2023
Q1 		$24.6K Hold
1,840
– – ﹤0.01% 173
2022
Q4 		$32.6K Hold
1,840
– – ﹤0.01% 173
2022
Q3 		$43K Hold
1,840
– – ﹤0.01% 159
2022
Q2 		$88K Buy
+1,840
New +$99.6K 0.01% 133

Other funds holding LOGC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.91B AUM 24.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Polaris Wealth Advisory Group's LOGC Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of ContextLogic (LOGC) in Q2 2023, closing a stake of 1,840 shares — an estimated $24.6K sold.

Polaris Wealth Advisory Group first reported a position in LOGC in Q2 2022 and held it in 4 quarters. The position peaked at $88K in Q2 2022. 93 funds tracked by Wall St. Rank hold LOGC as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining ContextLogic position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,840 ContextLogic shares in Q2 2023, an estimated $24.6K.
  • Polaris Wealth Advisory Group first reported a position in ContextLogic in Q2 2022 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's ContextLogic position peaked at $88K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held ContextLogic as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.