WealthPLAN Partners’s Logitech LOGI Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-132	Closed	-$7.66K	–	1339
2023 Q1	$7.66K	Buy	+132	New	+$7.5K	﹤0.01%	923

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's LOGI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Logitech (LOGI) in Q2 2023, closing a stake of 132 shares — an estimated $7.66K sold.

WealthPLAN Partners first reported a position in LOGI in Q1 2023 and held it in 1 quarter. The position peaked at $7.66K in Q1 2023. 246 funds tracked by Wall St. Rank hold LOGI as of Q2 2023.

WealthPLAN Partners reported no remaining Logitech position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 132 Logitech shares in Q2 2023, an estimated $7.66K.
WealthPLAN Partners first reported a position in Logitech in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Logitech position peaked at $7.66K in Q1 2023.
246 funds tracked by Wall St. Rank held Logitech as of Q2 2023.

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