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Fortitude Advisory Group’s Samsara IOT Stock Holding History

Fortitude Advisory 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
2025
Q1 		– Sell
-20,446
Closed -$893K – 212
2024
Q4 		$893K Sell
20,446
-5,529
-21% -$272K 0.54% 33
2024
Q3 		$1.25M Buy
25,975
+1
+0% +$41 0.79% 20
2024
Q2 		$875K Buy
25,974
+2,662
+11% +$91.8K 0.52% 32
2024
Q1 		$881K Buy
+23,312
New +$793K 0.5% 35

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $184M AUM 50.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's IOT Position: Q1 2025 in Review

Fortitude Advisory Group sold out of Samsara (IOT) in Q1 2025, closing a stake of 20,446 shares — an estimated $893K sold.

Fortitude Advisory Group first reported a position in IOT in Q1 2024 and held it in 4 quarters. The position peaked at $1.25M in Q3 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Fortitude Advisory Group reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 20,446 Samsara shares in Q1 2025, an estimated $893K.
  • Fortitude Advisory Group first reported a position in Samsara in Q1 2024 and held it in 4 quarters.
  • Fortitude Advisory Group's Samsara position peaked at $1.25M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.