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Synergy Financial Group’s Logitech LOGI Stock Holding History

Synergy Financial Group’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
2024
Q3 		– Sell
-2,147
Closed -$208K – 95
2024
Q2 		$208K Buy
+2,147
New +$193K 0.22% 79
2024
Q1 		– Sell
-2,178
Closed -$207K – 86
2023
Q4 		$207K Buy
+2,178
New +$179K 0.25% 86

Other funds holding LOGI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Synergy Financial Group's LOGI Position: Q3 2024 in Review

Synergy Financial Group sold out of Logitech (LOGI) in Q3 2024, closing a stake of 2,147 shares — an estimated $208K sold.

Synergy Financial Group first reported a position in LOGI in Q4 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2024. 304 funds tracked by Wall St. Rank hold LOGI as of Q3 2024.

  • Synergy Financial Group reported no remaining Logitech position as of Q3 2024 after selling out during the quarter.
  • Synergy Financial Group sold 2,147 Logitech shares in Q3 2024, an estimated $208K.
  • Synergy Financial Group first reported a position in Logitech in Q4 2023 and held it in 2 quarters.
  • Synergy Financial Group's Logitech position peaked at $208K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held Logitech as of Q3 2024.

Based on Synergy Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.