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Belpointe Asset Management’s Samsara IOT Stock Holding History

Belpointe Asset 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
2023
Q4 		– Sell
-8,000
Closed -$202K – 736
2023
Q3 		$202K Buy
+8,000
New +$212K 0.02% 602
2023
Q2 		– Sell
-588
Closed -$11.6K – 1925
2023
Q1 		$11.6K Hold
588
– – ﹤0.01% 2635
2022
Q4 		$7.31K Buy
+588
New +$6.7K ﹤0.01% 2768

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Belpointe Asset Management's IOT Position: Q4 2023 in Review

Belpointe Asset Management sold out of Samsara (IOT) in Q4 2023, closing a stake of 8,000 shares — an estimated $202K sold.

Belpointe Asset Management first reported a position in IOT in Q4 2022 and held it in 3 quarters. The position peaked at $202K in Q3 2023. 253 funds tracked by Wall St. Rank hold IOT as of Q4 2023.

  • Belpointe Asset Management reported no remaining Samsara position as of Q4 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 8,000 Samsara shares in Q4 2023, an estimated $202K.
  • Belpointe Asset Management first reported a position in Samsara in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Samsara position peaked at $202K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Samsara as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.