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Capital Performance Advisors’s Samsara IOT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-3
Closed -$144 – 1374
2024
Q3 		$144 Buy
+3
New +$122 ﹤0.01% 2631

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
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 $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Performance Advisors's IOT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Samsara (IOT) in Q4 2024, closing a stake of 3 shares — an estimated $144 sold.

Capital Performance Advisors first reported a position in IOT in Q3 2024 and held it in 1 quarter. The position peaked at $144 in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Samsara shares in Q4 2024, an estimated $144.
  • Capital Performance Advisors first reported a position in Samsara in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Samsara position peaked at $144 in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.