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Reilly Financial Advisors’s Logitech LOGI Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$1K Buy
+18
New +$1.5K ﹤0.01% 1077
2021
Q3 		– Sell
-50
Closed -$6K – 992
2021
Q2 		$6K Buy
+50
New +$5.85K ﹤0.01% 771

Other funds holding LOGI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Reilly Financial Advisors's LOGI Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Logitech (LOGI) in Q4 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in LOGI as recently as Q2 2021.

Reilly Financial Advisors first reported a position in LOGI in Q2 2021 and has held it in 2 quarters since. The position peaked at $6K in Q2 2021. 291 funds tracked by Wall St. Rank hold LOGI as of Q4 2021.

  • Reilly Financial Advisors held 18 shares of Logitech worth $1K as of Q4 2021.
  • Logitech was a new Reilly Financial Advisors position in Q4 2021.
  • Logitech made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1077 holding.
  • Reilly Financial Advisors first reported a position in Logitech in Q2 2021 and has held it in 2 quarters since.
  • Reilly Financial Advisors's Logitech position peaked at $6K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held Logitech as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.