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Mark Sheptoff Financial Planning’s Samsara IOT Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-250
Closed -$8.35K – 414
2023
Q4 		$8.35K Buy
+250
New +$6.94K 0.01% 300

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Mark Sheptoff Financial Planning's IOT Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Samsara (IOT) in Q1 2024, closing a stake of 250 shares — an estimated $8.35K sold.

Mark Sheptoff Financial Planning first reported a position in IOT in Q4 2023 and held it in 1 quarter. The position peaked at $8.35K in Q4 2023. 318 funds tracked by Wall St. Rank hold IOT as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Samsara position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Samsara shares in Q1 2024, an estimated $8.35K.
  • Mark Sheptoff Financial Planning first reported a position in Samsara in Q4 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Samsara position peaked at $8.35K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Samsara as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.