TCI Wealth Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

TCI Wealth Advisors’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	-276	Closed	-$3.31K	–	2491
2023 Q1	$3.31K	Buy	+276	New	+$3.02K	﹤0.01%	1799
2022 Q4	–	Sell	-431	Closed	-$3K	–	2697
2022 Q3	$3K	Hold	431	–	–	﹤0.01%	1884
2022 Q2	$3K	Buy	+431	New	+$3.78K	﹤0.01%	1950
2021 Q4	–	Sell	-183	Closed	-$3K	–	2593
2021 Q3	$3K	Buy	183 +61	+50%	+$1.21K	﹤0.01%	2067
2021 Q2	$3K	Buy	+122	New	+$2.36K	﹤0.01%	1904

Other funds holding SUMO

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

TCI Wealth Advisors's SUMO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 276 shares — an estimated $3.31K sold.

TCI Wealth Advisors first reported a position in SUMO in Q2 2021 and held it in 5 quarters. The position peaked at $3.31K in Q1 2023. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

TCI Wealth Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 276 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $3.31K.
TCI Wealth Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q2 2021 and held it in 5 quarters.
TCI Wealth Advisors's Sumo Logic, Inc. Common Stock position peaked at $3.31K in Q1 2023.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

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