RWA Wealth Partners’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

RWA Wealth Partners’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
2023 Q2	–	Sell	-28,376	Closed	-$340K	–	360
2023 Q1	$340K	Sell	28,376 -8,346	-23%	-$91.4K	0.01%	203
2022 Q4	$278K	Hold	36,722	–	–	0.01%	225
2022 Q3	$275K	Hold	36,722	–	–	0.02%	206
2022 Q2	$275K	Hold	36,722	–	–	0.02%	204
2022 Q1	$429K	Hold	36,722	–	–	0.03%	175
2021 Q4	$498K	Buy	36,722 +9,429	+35%	+$146K	0.03%	170
2021 Q3	$440K	Buy	27,293 +9,229	+51%	+$183K	0.03%	172
2021 Q2	$373K	Buy	+18,064	New	+$349K	0.03%	188

Other funds holding SUMO

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

RWA Wealth Partners's SUMO Position: Q2 2023 in Review

RWA Wealth Partners sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 28,376 shares — an estimated $340K sold.

RWA Wealth Partners first reported a position in SUMO in Q2 2021 and held it in 8 quarters. The position peaked at $498K in Q4 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

RWA Wealth Partners reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
RWA Wealth Partners sold 28,376 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $340K.
RWA Wealth Partners first reported a position in Sumo Logic, Inc. Common Stock in Q2 2021 and held it in 8 quarters.
RWA Wealth Partners's Sumo Logic, Inc. Common Stock position peaked at $498K in Q4 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on RWA Wealth Partners's 13F filing for Q2 2023, filed 4 Aug 2023.