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AE Wealth Management’s Samsara IOT Stock Holding History

AE Wealth Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27,135
Closed -$752K – 2014
2023
Q2 		$752K Buy
+27,135
New +$602K ﹤0.01% 1202
2023
Q1 		– Sell
-45,806
Closed -$569K – 1944
2022
Q4 		$569K Buy
+45,806
New +$522K ﹤0.01% 1247

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

AE Wealth Management's IOT Position: Q3 2023 in Review

AE Wealth Management sold out of Samsara (IOT) in Q3 2023, closing a stake of 27,135 shares — an estimated $752K sold.

AE Wealth Management first reported a position in IOT in Q4 2022 and held it in 2 quarters. The position peaked at $752K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

  • AE Wealth Management reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 27,135 Samsara shares in Q3 2023, an estimated $752K.
  • AE Wealth Management first reported a position in Samsara in Q4 2022 and held it in 2 quarters.
  • AE Wealth Management's Samsara position peaked at $752K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.