Sax Wealth Advisors’s Samsara IOT Stock Holding History

Sax Wealth 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 Q4	–	Sell	-9,508	Closed	-$240K	–	192
2023 Q3	$240K	Hold	9,508	–	–	0.05%	157
2023 Q2	$263K	Sell	9,508 -6,008	-39%	-$133K	0.05%	145
2023 Q1	$306K	Sell	15,516 -33,686	-68%	-$534K	0.07%	137
2022 Q4	$612K	Hold	49,202	–	–	0.14%	86
2022 Q3	$594K	Buy	49,202 +9,367	+24%	+$133K	0.15%	86
2022 Q2	$445K	Buy	39,835 +28,327	+246%	+$342K	0.11%	113
2022 Q1	$184K	Buy	+11,508	New	+$219K	0.04%	170

Other funds holding IOT

GCGM

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

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

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

ACM

AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sax Wealth Advisors's IOT Position: Q4 2023 in Review

Sax Wealth Advisors sold out of Samsara (IOT) in Q4 2023, closing a stake of 9,508 shares — an estimated $240K sold.

Sax Wealth Advisors first reported a position in IOT in Q1 2022 and held it in 7 quarters. The position peaked at $612K in Q4 2022. 253 funds tracked by Wall St. Rank hold IOT as of Q4 2023.

Sax Wealth Advisors reported no remaining Samsara position as of Q4 2023 after selling out during the quarter.
Sax Wealth Advisors sold 9,508 Samsara shares in Q4 2023, an estimated $240K.
Sax Wealth Advisors first reported a position in Samsara in Q1 2022 and held it in 7 quarters.
Sax Wealth Advisors's Samsara position peaked at $612K in Q4 2022.
253 funds tracked by Wall St. Rank held Samsara as of Q4 2023.

Based on Sax Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.