Steward Partners Investment Advisory’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Steward Partners Investment Advisory’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	-300	Closed	-$3.59K	–	3417
2023 Q1	$3.59K	Hold	300	–	–	﹤0.01%	2891
2022 Q4	$2.43K	Hold	300	–	–	﹤0.01%	2980
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	3084
2022 Q2	$2K	Sell	300 -13,966	-98%	-$122K	﹤0.01%	3065
2022 Q1	$166K	Sell	14,266 -111	-0.8%	-$1.29K	﹤0.01%	1372
2021 Q4	$195K	Hold	14,377	–	–	﹤0.01%	1325
2021 Q3	$232K	Hold	14,377	–	–	﹤0.01%	1215
2021 Q2	$297K	Sell	14,377 -1,000	-7%	-$19.3K	0.01%	1194
2021 Q1	$290K	Buy	15,377 +9,027	+142%	+$264K	0.01%	1105
2020 Q4	$181K	Buy	+6,350	New	+$150K	﹤0.01%	1117

Other funds holding SUMO

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

Steward Partners Investment Advisory's SUMO Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 300 shares — an estimated $3.59K sold.

Steward Partners Investment Advisory first reported a position in SUMO in Q4 2020 and held it in 10 quarters. The position peaked at $297K in Q2 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $3.59K.
Steward Partners Investment Advisory first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 10 quarters.
Steward Partners Investment Advisory's Sumo Logic, Inc. Common Stock position peaked at $297K in Q2 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.