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Tradition Wealth Management’s Samsara IOT Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-1,377
Closed -$46K – 789
2023
Q4 		$46K Buy
+1,377
New +$38.2K ﹤0.01% 650

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Tradition Wealth Management's IOT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Samsara (IOT) in Q1 2024, closing a stake of 1,377 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in IOT in Q4 2023 and held it in 1 quarter. The position peaked at $46K in Q4 2023. 317 funds tracked by Wall St. Rank hold IOT as of Q1 2024.

  • Tradition Wealth Management reported no remaining Samsara position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,377 Samsara shares in Q1 2024, an estimated $46K.
  • Tradition Wealth Management first reported a position in Samsara in Q4 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Samsara position peaked at $46K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Samsara as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.