Dakota Wealth Management’s Samsara IOT Stock Holding History

Dakota 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 Q2	–	Sell	-68,260	Closed	-$2.58M	–	736
2024 Q1	$2.58M	Buy	68,260 +25,863	+61%	+$880K	0.06%	233
2023 Q4	$1.42M	Buy	42,397 +34,424	+432%	+$956K	0.06%	260
2023 Q3	$201K	Sell	7,973 -19,853	-71%	-$527K	0.01%	602
2023 Q2	$771K	Buy	+27,826	New	+$617K	0.04%	297

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Dakota Wealth Management's IOT Position: Q2 2024 in Review

Dakota Wealth Management sold out of Samsara (IOT) in Q2 2024, closing a stake of 68,260 shares — an estimated $2.58M sold.

Dakota Wealth Management first reported a position in IOT in Q2 2023 and held it in 4 quarters. The position peaked at $2.58M in Q1 2024. 333 funds tracked by Wall St. Rank hold IOT as of Q2 2024.

Dakota Wealth Management reported no remaining Samsara position as of Q2 2024 after selling out during the quarter.
Dakota Wealth Management sold 68,260 Samsara shares in Q2 2024, an estimated $2.58M.
Dakota Wealth Management first reported a position in Samsara in Q2 2023 and held it in 4 quarters.
Dakota Wealth Management's Samsara position peaked at $2.58M in Q1 2024.
333 funds tracked by Wall St. Rank held Samsara as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.