Rise Advisors’s Samsara IOT Stock Holding History

Rise 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 Q4	–	Sell	-25	Closed	-$1.2K	–	1166
2024 Q3	$1.2K	Hold	25	–	–	﹤0.01%	1159
2024 Q2	$843	Hold	25	–	–	﹤0.01%	1167
2024 Q1	$945	Sell	25 -25	-50%	-$851	﹤0.01%	1183
2023 Q4	$1.67K	Hold	50	–	–	﹤0.01%	479
2023 Q3	$1.26K	Hold	50	–	–	﹤0.01%	507
2023 Q2	$1.39K	Buy	+50	New	+$1.11K	﹤0.01%	550

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rise Advisors's IOT Position: Q4 2024 in Review

Rise Advisors sold out of Samsara (IOT) in Q4 2024, closing a stake of 25 shares — an estimated $1.2K sold.

Rise Advisors first reported a position in IOT in Q2 2023 and held it in 6 quarters. The position peaked at $1.67K in Q4 2023. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

Rise Advisors reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 25 Samsara shares in Q4 2024, an estimated $1.2K.
Rise Advisors first reported a position in Samsara in Q2 2023 and held it in 6 quarters.
Rise Advisors's Samsara position peaked at $1.67K in Q4 2023.
434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.