AXS Investments’s Samsara IOT Stock Holding History

AXS Investments’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 Q2	–	Sell	-15,000	Closed	-$567K	–	264
2024 Q1	$567K	Buy	15,000 +5,000	+50%	+$170K	0.14%	211
2023 Q4	$334K	Buy	+10,000	New	+$278K	0.08%	251

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

AXS Investments's IOT Position: Q2 2024 in Review

AXS Investments sold out of Samsara (IOT) in Q2 2024, closing a stake of 15,000 shares — an estimated $567K sold.

AXS Investments first reported a position in IOT in Q4 2023 and held it in 2 quarters. The position peaked at $567K in Q1 2024. 333 funds tracked by Wall St. Rank hold IOT as of Q2 2024.

AXS Investments reported no remaining Samsara position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 15,000 Samsara shares in Q2 2024, an estimated $567K.
AXS Investments first reported a position in Samsara in Q4 2023 and held it in 2 quarters.
AXS Investments's Samsara position peaked at $567K in Q1 2024.
333 funds tracked by Wall St. Rank held Samsara as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.