IHT Wealth Management’s Samsara IOT Stock Holding History

IHT 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
2023 Q3	–	Sell	-9,649	Closed	-$267K	–	993
2023 Q2	$267K	Buy	+9,649	New	+$214K	0.01%	770

Other funds holding IOT

GCGM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 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

IHT Wealth Management's IOT Position: Q3 2023 in Review

IHT Wealth Management sold out of Samsara (IOT) in Q3 2023, closing a stake of 9,649 shares — an estimated $267K sold.

IHT Wealth Management first reported a position in IOT in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

IHT Wealth Management reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 9,649 Samsara shares in Q3 2023, an estimated $267K.
IHT Wealth Management first reported a position in Samsara in Q2 2023 and held it in 1 quarter.
IHT Wealth Management's Samsara position peaked at $267K in Q2 2023.
207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.