AWM
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Avior Wealth Management’s Samsara IOT Stock Holding History

Avior 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
2026
Q2 		$517K Buy
15,956
+1,494
+10% +$46.3K 0.01% 509
2026
Q1 		$458K Buy
14,462
+4,383
+43% +$134K 0.01% 552
2025
Q4 		$357K Sell
10,079
-1,637
-14% -$63.4K 0.01% 559
2025
Q3 		$436K Buy
11,716
+2,032
+21% +$75.5K 0.01% 478
2025
Q2 		$385K Sell
9,684
-1,707
-15% -$70.5K 0.01% 505
2025
Q1 		$437K Hold
11,391
– – 0.02% 440
2024
Q4 		$498K Sell
11,391
-979
-8% -$48.2K 0.02% 447
2024
Q3 		$595K Buy
12,370
+146
+1% +$5.92K 0.02% 407
2024
Q2 		$412K Buy
12,224
+12,107
+10,348% +$418K 0.02% 486
2024
Q1 		$4.42K Buy
+117
New +$3.98K ﹤0.01% 2112
2022
Q1 		– Sell
-100
Closed -$2K – 1172
2021
Q4 		$2K Buy
+100
New +$2.6K ﹤0.01% 974

Other funds holding IOT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return