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Summit Financial Wealth Advisors’s Logitech LOGI Stock Holding History

Summit Financial Wealth 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
2019
Q4 		– Sell
-16,744
Closed -$688K – 145
2019
Q3 		$688K Sell
16,744
-6,756
-29% -$272K 0.17% 80
2019
Q2 		$935K Buy
+23,500
New +$916K 0.23% 74

Other funds holding LOGI

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Financial Wealth Advisors's LOGI Position: Q4 2019 in Review

Summit Financial Wealth Advisors sold out of Logitech (LOGI) in Q4 2019, closing a stake of 16,744 shares — an estimated $688K sold.

Summit Financial Wealth Advisors first reported a position in LOGI in Q2 2019 and held it in 2 quarters. The position peaked at $935K in Q2 2019. 160 funds tracked by Wall St. Rank hold LOGI as of Q4 2019.

  • Summit Financial Wealth Advisors reported no remaining Logitech position as of Q4 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 16,744 Logitech shares in Q4 2019, an estimated $688K.
  • Summit Financial Wealth Advisors first reported a position in Logitech in Q2 2019 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Logitech position peaked at $935K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held Logitech as of Q4 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.