Main Street Financial Solutions’s Samsara IOT Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-14,499	Closed	-$366K	–	475
2023 Q3	$366K	Buy	14,499 +1	+0%	+$27	0.05%	308
2023 Q2	$402K	Hold	14,498	–	–	0.05%	301
2023 Q1	$286K	Sell	14,498 -15,000	-51%	-$238K	0.04%	356
2022 Q4	$367K	Hold	29,498	–	–	0.06%	286
2022 Q3	$367K	Buy	29,498 +16,373	+125%	+$232K	0.06%	286
2022 Q2	$172K	Buy	+13,125	New	+$158K	0.02%	436

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Main Street Financial Solutions's IOT Position: Q4 2023 in Review

Main Street Financial Solutions sold out of Samsara (IOT) in Q4 2023, closing a stake of 14,499 shares — an estimated $366K sold.

Main Street Financial Solutions first reported a position in IOT in Q2 2022 and held it in 6 quarters. The position peaked at $402K in Q2 2023. 253 funds tracked by Wall St. Rank hold IOT as of Q4 2023.

Main Street Financial Solutions reported no remaining Samsara position as of Q4 2023 after selling out during the quarter.
Main Street Financial Solutions sold 14,499 Samsara shares in Q4 2023, an estimated $366K.
Main Street Financial Solutions first reported a position in Samsara in Q2 2022 and held it in 6 quarters.
Main Street Financial Solutions's Samsara position peaked at $402K in Q2 2023.
253 funds tracked by Wall St. Rank held Samsara as of Q4 2023.

Based on Main Street Financial Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.