PF
AIOT

Phoenix Financial’s PowerFleet Inc AIOT Stock Holding History

Phoenix Financial’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
2023
Q1 		– Sell
-692,759
Closed -$1.86M – 343
2022
Q4 		$1.86M Sell
692,759
-150,730
-18% -$413K 0.04% 146
2022
Q3 		$2.62M Sell
843,489
-5,100
-0.6% -$14.7K 0.06% 129
2022
Q2 		$1.84M Hold
848,589
– – 0.04% 174
2022
Q1 		$2.52M Hold
848,589
– – 0.04% 176
2021
Q4 		$4.02M Sell
848,589
-30,234
-3% -$189K 0.07% 137
2021
Q3 		$5.89M Buy
878,823
+159,519
+22% +$1.11M 0.1% 121
2021
Q2 		$5.18M Sell
719,304
-18,947
-3% -$138K 0.1% 148
2021
Q1 		$6.07M Sell
738,251
-220,895
-23% -$1.82M 0.14% 134
2020
Q4 		$7.08M Sell
959,146
-147,322
-13% -$986K 0.19% 116
2020
Q3 		$5.88M Buy
1,106,468
+21,180
+2% +$112K 0.25% 100
2020
Q2 		$4.76M Sell
1,085,288
-655,382
-38% -$3.05M 0.2% 110
2020
Q1 		$5.88M Buy
1,740,670
+296,585
+21% +$1.91M 0.3% 95
2019
Q4 		$9.34M Buy
1,444,085
+882,858
+157% +$5.31M 0.39% 85
2019
Q3 		$2.44M Buy
+561,227
New +$3.19M 0.12% 127

Other funds holding AIOT

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Phoenix Financial's AIOT Position: Q1 2023 in Review

Phoenix Financial sold out of PowerFleet Inc (AIOT) in Q1 2023, closing a stake of 692,759 shares — an estimated $1.86M sold.

Phoenix Financial first reported a position in AIOT in Q3 2019 and held it in 14 quarters. The position peaked at $9.34M in Q4 2019. 49 funds tracked by Wall St. Rank hold AIOT as of Q1 2023.

  • Phoenix Financial reported no remaining PowerFleet Inc position as of Q1 2023 after selling out during the quarter.
  • Phoenix Financial sold 692,759 PowerFleet Inc shares in Q1 2023, an estimated $1.86M.
  • Phoenix Financial first reported a position in PowerFleet Inc in Q3 2019 and held it in 14 quarters.
  • Phoenix Financial's PowerFleet Inc position peaked at $9.34M in Q4 2019.
  • 49 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.