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

Waypoint 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	-16,562	Closed	-$198K	–	72
2023 Q1	$198K	Hold	16,562	–	–	0.07%	65
2022 Q4	$134K	Hold	16,562	–	–	0.05%	62
2022 Q3	$124K	Hold	16,562	–	–	0.05%	61
2022 Q2	$124K	Hold	16,562	–	–	0.05%	64
2022 Q1	$193K	Sell	16,562 -69,489	-81%	-$805K	0.07%	49
2021 Q4	$1.17M	Sell	86,051 -9,796	-10%	-$152K	0.4%	23
2021 Q3	$1.54M	Buy	+95,847	New	+$1.9M	0.58%	15
2021 Q2	–	Sell	-66,631	Closed	-$1.26M	–	43
2021 Q1	$1.26M	Buy	+66,631	New	+$1.95M	0.92%	12

Other funds holding SUMO

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

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

Waypoint Wealth Partners sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 16,562 shares — an estimated $198K sold.

Waypoint Wealth Partners first reported a position in SUMO in Q1 2021 and held it in 8 quarters. The position peaked at $1.54M in Q3 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Waypoint Wealth Partners reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Waypoint Wealth Partners sold 16,562 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $198K.
Waypoint Wealth Partners first reported a position in Sumo Logic, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
Waypoint Wealth Partners's Sumo Logic, Inc. Common Stock position peaked at $1.54M in Q3 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Waypoint Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.