JWA
IOT icon

JFS Wealth Advisors’s Samsara IOT Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$2.14K Buy
66
+34
+106% +$1.05K ﹤0.01% 1590
2026
Q1 		$1.01K Sell
32
-21
-40% -$641 ﹤0.01% 1669
2025
Q4 		$1.88K Buy
53
+27
+104% +$1.04K ﹤0.01% 1566
2025
Q3 		$969 Sell
26
-3
-10% -$111 ﹤0.01% 1635
2025
Q2 		$1.15K Sell
29
-25
-46% -$1.03K ﹤0.01% 1537
2025
Q1 		$2.07K Buy
54
+14
+35% +$652 ﹤0.01% 1455
2024
Q4 		$1.75K Buy
40
+5
+14% +$246 ﹤0.01% 1533
2024
Q3 		$1.69K Buy
35
+11
+46% +$446 ﹤0.01% 1559
2024
Q2 		$809 Hold
24
– – ﹤0.01% 1715
2024
Q1 		$907 Hold
24
– – ﹤0.01% 1682
2023
Q4 		$802 Buy
24
+14
+140% +$389 ﹤0.01% 1698
2023
Q3 		$253 Buy
10
+3
+43% +$80 ﹤0.01% 1833
2023
Q2 		$194 Buy
+7
New +$155 ﹤0.01% 1878

Other funds holding IOT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return