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Coppell Advisory Solutions’s Samsara IOT Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-635
Closed -$27.9K – 1074
2024
Q4 		$27.9K Hold
635
– – ﹤0.01% 757
2024
Q3 		$30.2K Hold
635
– – ﹤0.01% 710
2024
Q2 		$21.4K Buy
+635
New +$21.9K ﹤0.01% 761
2023
Q4 		$21.2K Sell
635
-2,932
-82% -$81.4K ﹤0.01% 719
2023
Q3 		$44.3K Buy
3,567
+1,862
+109% +$49.4K 0.02% 353
2023
Q2 		$47.1K Buy
+1,705
New +$37.8K 0.01% 387
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

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's IOT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Samsara (IOT) in Q1 2025, closing a stake of 635 shares — an estimated $27.9K sold.

Coppell Advisory Solutions first reported a position in IOT in Q4 2022 and held it in 7 quarters. The position peaked at $47.1K in Q2 2023. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 635 Samsara shares in Q1 2025, an estimated $27.9K.
  • Coppell Advisory Solutions first reported a position in Samsara in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Samsara position peaked at $47.1K in Q2 2023.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.