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Bell Investment Advisors’s Samsara IOT Stock Holding History

Bell Investment Advisors’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
Q1 		$4.56K Sell
144
-59
-29% -$1.8K ﹤0.01% 997
2025
Q4 		$7.2K Buy
203
+114
+128% +$4.41K ﹤0.01% 826
2025
Q3 		$3.32K Sell
89
-27
-23% -$1K ﹤0.01% 1114
2025
Q2 		$4.62K Sell
116
-2
-2% -$83 ﹤0.01% 1015
2025
Q1 		$4.52K Hold
118
– – ﹤0.01% 963
2024
Q4 		$5.16K Sell
118
-8
-6% -$394 ﹤0.01% 921
2024
Q3 		$6.06K Hold
126
– – ﹤0.01% 835
2024
Q2 		$4.25K Sell
126
-1
-0.8% -$34 ﹤0.01% 1003
2024
Q1 		$4.8K Buy
127
+30
+31% +$1.02K ﹤0.01% 944
2023
Q4 		$3.24K Buy
97
+43
+80% +$1.19K ﹤0.01% 1114
2023
Q3 		$1.36K Buy
54
+35
+184% +$929 ﹤0.01% 1454
2023
Q2 		$527 Sell
19
-7
-27% -$155 ﹤0.01% 1828
2023
Q1 		$513 Sell
26
-11
-30% -$174 ﹤0.01% 1819
2022
Q4 		$460 Buy
+37
New +$421 ﹤0.01% 1880

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return