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Kaizen Financial Strategies’s Samsara IOT Stock Holding History

Kaizen Financial Strategies’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
-8,116
Closed -$307K – 144
2024
Q1 		$307K Buy
+8,116
New +$276K 0.21% 84

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Sands Capital Management
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

Kaizen Financial Strategies's IOT Position: Q2 2024 in Review

Kaizen Financial Strategies sold out of Samsara (IOT) in Q2 2024, closing a stake of 8,116 shares — an estimated $307K sold.

Kaizen Financial Strategies first reported a position in IOT in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 333 funds tracked by Wall St. Rank hold IOT as of Q2 2024.

  • Kaizen Financial Strategies reported no remaining Samsara position as of Q2 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 8,116 Samsara shares in Q2 2024, an estimated $307K.
  • Kaizen Financial Strategies first reported a position in Samsara in Q1 2024 and held it in 1 quarter.
  • Kaizen Financial Strategies's Samsara position peaked at $307K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Samsara as of Q2 2024.

Based on Kaizen Financial Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.