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TFC Financial Management’s Samsara IOT Stock Holding History

TFC Financial Management’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
-3,000
Closed -$101K – 1051
2024
Q2 		$101K Hold
3,000
– – 0.02% 171
2024
Q1 		$113K Hold
3,000
– – 0.02% 166
2023
Q4 		$100K Hold
3,000
– – 0.02% 170
2023
Q3 		$75.6K Hold
3,000
– – 0.02% 187
2023
Q2 		$83.1K Hold
3,000
– – 0.02% 184
2023
Q1 		$59.2K Hold
3,000
– – 0.02% 216
2022
Q4 		$37.3K Hold
3,000
– – 0.01% 220
2022
Q3 		$36K Buy
+3,000
New +$42.5K 0.01% 217

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 $189M AUM 10.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $26.9B AUM 34.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

TFC Financial Management's IOT Position: Q3 2024 in Review

TFC Financial Management sold out of Samsara (IOT) in Q3 2024, closing a stake of 3,000 shares — an estimated $101K sold.

TFC Financial Management first reported a position in IOT in Q3 2022 and held it in 8 quarters. The position peaked at $113K in Q1 2024. 386 funds tracked by Wall St. Rank hold IOT as of Q3 2024.

  • TFC Financial Management reported no remaining Samsara position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 3,000 Samsara shares in Q3 2024, an estimated $101K.
  • TFC Financial Management first reported a position in Samsara in Q3 2022 and held it in 8 quarters.
  • TFC Financial Management's Samsara position peaked at $113K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Samsara as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.