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Coppell Advisory Solutions Corp’s Samsara IOT Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-3,567
Closed -$44.3K – 645
2022
Q4 		$44.3K Buy
+3,567
New +$40.6K 0.02% 355

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Coppell Advisory Solutions Corp's IOT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Samsara (IOT) in Q1 2023, closing a stake of 3,567 shares — an estimated $44.3K sold.

Coppell Advisory Solutions Corp first reported a position in IOT in Q4 2022 and held it in 1 quarter. The position peaked at $44.3K in Q4 2022. 174 funds tracked by Wall St. Rank hold IOT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Samsara position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,567 Samsara shares in Q1 2023, an estimated $44.3K.
  • Coppell Advisory Solutions Corp first reported a position in Samsara in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Samsara position peaked at $44.3K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Samsara as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.