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RFP Financial Group’s Samsara IOT Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-3,500
Closed -$97K – 927
2023
Q2 		$97K Buy
+3,500
New +$77.6K 0.04% 154
2023
Q1 		– Sell
-3,500
Closed -$43.5K – 796
2022
Q4 		$43.5K Buy
+3,500
New +$39.9K 0.02% 202

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

RFP Financial Group's IOT Position: Q3 2023 in Review

RFP Financial Group sold out of Samsara (IOT) in Q3 2023, closing a stake of 3,500 shares — an estimated $97K sold.

RFP Financial Group first reported a position in IOT in Q4 2022 and held it in 2 quarters. The position peaked at $97K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

  • RFP Financial Group reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 3,500 Samsara shares in Q3 2023, an estimated $97K.
  • RFP Financial Group first reported a position in Samsara in Q4 2022 and held it in 2 quarters.
  • RFP Financial Group's Samsara position peaked at $97K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.