NFSG
IOT icon

Newbridge Financial Services Group’s Samsara IOT Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-325
Closed -$15.6K – 1160
2024
Q3 		$15.6K Hold
325
– – 0.01% 387
2024
Q2 		$11K Hold
325
– – ﹤0.01% 691
2024
Q1 		$12.3K Buy
+325
New +$11.1K 0.01% 717

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Newbridge Financial Services Group's IOT Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of Samsara (IOT) in Q4 2024, closing a stake of 325 shares — an estimated $15.6K sold.

Newbridge Financial Services Group first reported a position in IOT in Q1 2024 and held it in 3 quarters. The position peaked at $15.6K in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 325 Samsara shares in Q4 2024, an estimated $15.6K.
  • Newbridge Financial Services Group first reported a position in Samsara in Q1 2024 and held it in 3 quarters.
  • Newbridge Financial Services Group's Samsara position peaked at $15.6K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.