Avitas Wealth Management’s Samsara IOT Stock Holding History

Avitas 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
2024 Q4	$215K	Sell	4,922 -160	-3%	-$7.87K	0.03%	188
2024 Q3	$245K	Buy	+5,082	New	+$206K	0.03%	191
2024 Q2	–	Sell	-5,753	Closed	-$217K	–	209
2024 Q1	$217K	Buy	+5,753	New	+$196K	0.03%	202
2022 Q4	–	Sell	-15,104	Closed	-$182K	–	192
2022 Q3	$182K	Buy	15,104 +1,038	+7%	+$14.7K	0.04%	179
2022 Q2	$157K	Sell	14,066 -5,254	-27%	-$63.4K	0.03%	189
2022 Q1	$310K	Buy	+19,320	New	+$368K	0.06%	177

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

Avitas Wealth Management's IOT Position: Q4 2024 in Review

Avitas Wealth Management reduced its Samsara (IOT) stake by 3.1% in Q4 2024, selling an estimated $7.87K and leaving 4,922 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #188.

Avitas Wealth Management first reported a position in IOT in Q1 2022 and has held it in 6 quarters since. The position peaked at $310K in Q1 2022. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

Avitas Wealth Management held 4,922 shares of Samsara worth $215K as of Q4 2024.
Avitas Wealth Management sold 160 Samsara shares in Q4 2024, an estimated $7.87K.
Samsara made up 0.03% of Avitas Wealth Management's portfolio in Q4 2024, its #188 holding.
Avitas Wealth Management first reported a position in Samsara in Q1 2022 and has held it in 6 quarters since.
Avitas Wealth Management's Samsara position peaked at $310K in Q1 2022.
434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.