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 $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 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 $1.15B AUM 201.65% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Oak Family Advisors's AIOT Position: Q4 2024 in Review

Oak Family Advisors sold out of PowerFleet Inc (AIOT) in Q4 2024, closing a stake of 18,726 shares — an estimated $93.6K sold.

Oak Family Advisors first reported a position in AIOT in Q3 2021 and held it in 13 quarters. The position peaked at $547K in Q3 2021. 158 funds tracked by Wall St. Rank hold AIOT as of Q4 2024.

  • Oak Family Advisors reported no remaining PowerFleet Inc position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 18,726 PowerFleet Inc shares in Q4 2024, an estimated $93.6K.
  • Oak Family Advisors first reported a position in PowerFleet Inc in Q3 2021 and held it in 13 quarters.
  • Oak Family Advisors's PowerFleet Inc position peaked at $547K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held PowerFleet Inc as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.