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SYSTM Wealth Solutions’s Samsara IOT Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-171
Closed -$5.76K – 356
2024
Q2 		$5.76K Hold
171
– – ﹤0.01% 551
2024
Q1 		$6.46K Hold
171
– – ﹤0.01% 815
2023
Q4 		$5.71K Buy
+171
New +$4.75K ﹤0.01% 877

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 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

SYSTM Wealth Solutions's IOT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Samsara (IOT) in Q3 2024, closing a stake of 171 shares — an estimated $5.76K sold.

SYSTM Wealth Solutions first reported a position in IOT in Q4 2023 and held it in 3 quarters. The position peaked at $6.46K in Q1 2024. 386 funds tracked by Wall St. Rank hold IOT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Samsara position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 171 Samsara shares in Q3 2024, an estimated $5.76K.
  • SYSTM Wealth Solutions first reported a position in Samsara in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Samsara position peaked at $6.46K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Samsara as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.