Atwood & Palmer’s Samsara IOT Stock Holding History

Atwood & Palmer’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
2024 Q4	–	Sell	-17	Closed	-$819	–	479
2024 Q3	$819	Buy	+17	New	+$689	﹤0.01%	442

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atwood & Palmer's IOT Position: Q4 2024 in Review

Atwood & Palmer sold out of Samsara (IOT) in Q4 2024, closing a stake of 17 shares — an estimated $819 sold.

Atwood & Palmer first reported a position in IOT in Q3 2024 and held it in 1 quarter. The position peaked at $819 in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

Atwood & Palmer reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
Atwood & Palmer sold 17 Samsara shares in Q4 2024, an estimated $819.
Atwood & Palmer first reported a position in Samsara in Q3 2024 and held it in 1 quarter.
Atwood & Palmer's Samsara position peaked at $819 in Q3 2024.
434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.