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Atria Wealth Solutions’s Samsara IOT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-12,097
Closed -$464K – 1692
2025
Q1 		$464K Sell
12,097
-1,251
-9% -$58.3K 0.01% 1239
2024
Q4 		$583K Buy
13,348
+1,818
+16% +$89.4K 0.01% 1189
2024
Q3 		$555K Sell
11,530
-1,034
-8% -$41.9K 0.01% 1199
2024
Q2 		$423K Sell
12,564
-105
-0.8% -$3.62K ﹤0.01% 1316
2024
Q1 		$479K Buy
12,669
+2,246
+22% +$76.4K 0.01% 1291
2023
Q4 		$348K Buy
+10,423
New +$289K ﹤0.01% 1400

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return