AF
IOT icon

Allworth Financial’s Samsara IOT Stock Holding History

Allworth Financial’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
2026
Q1 		$86.2K Buy
2,719
+1,173
+76% +$35.8K ﹤0.01% 1930
2025
Q4 		$54.8K Buy
1,546
+200
+15% +$7.74K ﹤0.01% 2131
2025
Q3 		$50.1K Buy
1,346
+178
+15% +$6.61K ﹤0.01% 2099
2025
Q2 		$46.5K Buy
1,168
+1,052
+907% +$43.5K ﹤0.01% 1988
2025
Q1 		$4.55K Buy
116
+66
+132% +$3.07K ﹤0.01% 2815
2024
Q4 		$2.39K Hold
50
– – ﹤0.01% 3100
2024
Q3 		$2.41K Hold
50
– – ﹤0.01% 2889
2024
Q2 		$1.79K Sell
50
-34
-40% -$1.17K ﹤0.01% 2972
2024
Q1 		$3.17K Sell
84
-10
-11% -$340 ﹤0.01% 2609
2023
Q4 		$3.14K Buy
94
+44
+88% +$1.22K ﹤0.01% 2469
2023
Q3 		$1.26K Hold
50
– – ﹤0.01% 2752
2023
Q2 		$1.39K Hold
50
– – ﹤0.01% 2634
2023
Q1 		$986 Hold
50
– – ﹤0.01% 2673
2022
Q4 		$622 Buy
+50
New +$569 ﹤0.01% 2577
2022
Q3 		– Sell
-100
Closed -$1K – 2868
2022
Q2 		$1K Hold
100
– – ﹤0.01% 2178
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1796
2021
Q4 		$3K Buy
+100
New +$2.6K ﹤0.01% 1645

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return