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Raymond James Financial Services Advisors’s Samsara IOT Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$220K Sell
4,581
-2,964
-39% -$120K ﹤0.01% 3135
2024
Q2 		$254K Buy
+7,545
New +$260K ﹤0.01% 2983
2023
Q2 		– Sell
-23,416
Closed -$462K – 3295
2023
Q1 		$462K Buy
+23,416
New +$371K ﹤0.01% 2388

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $25.5B AUM 26.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return

Raymond James Financial Services Advisors's IOT Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Samsara (IOT) stake by 39% in Q3 2024, selling an estimated $120K and leaving 4,581 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Raymond James Financial Services Advisors first reported a position in IOT in Q1 2023 and has held it in 3 quarters since. The position peaked at $462K in Q1 2023. 386 funds tracked by Wall St. Rank hold IOT as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,581 shares of Samsara worth $220K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 2,964 Samsara shares in Q3 2024, an estimated $120K.
  • Samsara made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3135 holding.
  • Raymond James Financial Services Advisors first reported a position in Samsara in Q1 2023 and has held it in 3 quarters since.
  • Raymond James Financial Services Advisors's Samsara position peaked at $462K in Q1 2023.
  • 386 funds tracked by Wall St. Rank held Samsara as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.