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Plante Moran Financial Advisors’s Samsara IOT Stock Holding History

Plante Moran Financial Advisors’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
2023
Q2 		– Sell
-549
Closed -$10.8K – 835
2023
Q1 		$10.8K Sell
549
-300
-35% -$4.76K ﹤0.01% 554
2022
Q4 		$10.6K Buy
+849
New +$9.67K ﹤0.01% 571

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Plante Moran Financial Advisors's IOT Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Samsara (IOT) in Q2 2023, closing a stake of 549 shares — an estimated $10.8K sold.

Plante Moran Financial Advisors first reported a position in IOT in Q4 2022 and held it in 2 quarters. The position peaked at $10.8K in Q1 2023. 217 funds tracked by Wall St. Rank hold IOT as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Samsara position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 549 Samsara shares in Q2 2023, an estimated $10.8K.
  • Plante Moran Financial Advisors first reported a position in Samsara in Q4 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Samsara position peaked at $10.8K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Samsara as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.