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Focused Wealth Management’s Samsara IOT Stock Holding History

Focused 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
Q1 		– Sell
-20
Closed -$668 – 557
2023
Q4 		$668 Hold
20
– – ﹤0.01% 885
2023
Q3 		$504 Hold
20
– – ﹤0.01% 911
2023
Q2 		$554 Hold
20
– – ﹤0.01% 941
2023
Q1 		$394 Hold
20
– – ﹤0.01% 954
2022
Q4 		$249 Sell
20
-5,000
-100% -$56.9K ﹤0.01% 1007
2022
Q3 		$61K Buy
+5,020
New +$71.1K 0.01% 249

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Focused Wealth Management's IOT Position: Q1 2024 in Review

Focused Wealth Management sold out of Samsara (IOT) in Q1 2024, closing a stake of 20 shares — an estimated $668 sold.

Focused Wealth Management first reported a position in IOT in Q3 2022 and held it in 6 quarters. The position peaked at $61K in Q3 2022. 318 funds tracked by Wall St. Rank hold IOT as of Q1 2024.

  • Focused Wealth Management reported no remaining Samsara position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 20 Samsara shares in Q1 2024, an estimated $668.
  • Focused Wealth Management first reported a position in Samsara in Q3 2022 and held it in 6 quarters.
  • Focused Wealth Management's Samsara position peaked at $61K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held Samsara as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.