OFA
AIOT

Oak Family Advisors’s PowerFleet Inc AIOT Stock Holding History

Oak Family Advisors’s Portfolio AIOT Stock Details AIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,726
Closed -$93.6K – 148
2024
Q3 		$93.6K Hold
18,726
– – 0.03% 127
2024
Q2 		$85.6K Hold
18,726
– – 0.03% 121
2024
Q1 		$100K Hold
18,726
– – 0.04% 113
2023
Q4 		$64K Sell
18,726
-66,462
-78% -$148K 0.03% 115
2023
Q3 		$176K Sell
85,188
-8,271
-9% -$19.9K 0.08% 103
2023
Q2 		$280K Sell
93,459
-7,693
-8% -$23.1K 0.13% 96
2023
Q1 		$347K Hold
101,152
– – 0.17% 87
2022
Q4 		$272K Sell
101,152
-14,059
-12% -$38.5K 0.15% 94
2022
Q3 		$355K Buy
115,211
+6,884
+6% +$19.8K 0.19% 83
2022
Q2 		$235K Buy
108,327
+24,715
+30% +$62.8K 0.12% 109
2022
Q1 		$248K Sell
83,612
-1,306
-2% -$4.78K 0.1% 122
2021
Q4 		$403K Buy
84,918
+3,337
+4% +$20.8K 0.15% 95
2021
Q3 		$547K Buy
+81,581
New +$566K 0.2% 72

Other funds holding AIOT

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return