CPIG
IOT icon

Chicago Partners Investment Group’s Samsara IOT Stock Holding History

Chicago Partners Investment Group’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
Q2 		– Sell
-11,097
Closed -$236K – 698
2023
Q1 		$236K Sell
11,097
-83
-0.7% -$1.32K 0.01% 573
2022
Q4 		$171K Sell
11,180
-1,448
-11% -$16.5K 0.01% 604
2022
Q3 		$117K Buy
+12,628
New +$179K 0.01% 560

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Chicago Partners Investment Group's IOT Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Samsara (IOT) in Q2 2023, closing a stake of 11,097 shares — an estimated $236K sold.

Chicago Partners Investment Group first reported a position in IOT in Q3 2022 and held it in 3 quarters. The position peaked at $236K in Q1 2023. 217 funds tracked by Wall St. Rank hold IOT as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Samsara position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,097 Samsara shares in Q2 2023, an estimated $236K.
  • Chicago Partners Investment Group first reported a position in Samsara in Q3 2022 and held it in 3 quarters.
  • Chicago Partners Investment Group's Samsara position peaked at $236K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Samsara as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.