Cassady Schiller Wealth Management’s Samsara IOT Stock Holding History

Cassady Schiller 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	$44	Buy	+1	New	+$49	﹤0.01%	1133

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

Cassady Schiller Wealth Management's IOT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Samsara (IOT) in Q4 2024: 1 share worth $44. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

Cassady Schiller Wealth Management held 1 share of Samsara worth $44 as of Q4 2024.
Samsara was a new Cassady Schiller Wealth Management position in Q4 2024.
Samsara made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1133 holding.
434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.