Values First Advisors’s PowerFleet Inc AIOT Stock Holding History

Values First Advisors’s Portfolio AIOT Stock Details AIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$7	–	353
2023 Q1	$7	Buy	+2	New	+$6	﹤0.01%	387
2020 Q3	–	Sell	-17,319	Closed	-$80K	–	148
2020 Q2	$80K	Sell	17,319 -421	-2%	-$1.96K	0.08%	132
2020 Q1	$61.4K	Buy	17,740 +1,073	+6%	+$6.92K	0.07%	121
2019 Q4	$109K	Buy	+16,667	New	+$100K	0.11%	130

Other funds holding AIOT

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

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

Values First Advisors's AIOT Position: Q2 2023 in Review

Values First Advisors sold out of PowerFleet Inc (AIOT) in Q2 2023, closing a stake of 2 shares — an estimated $7 sold.

Values First Advisors first reported a position in AIOT in Q4 2019 and held it in 4 quarters. The position peaked at $109K in Q4 2019. 45 funds tracked by Wall St. Rank hold AIOT as of Q2 2023.

Values First Advisors reported no remaining PowerFleet Inc position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 2 PowerFleet Inc shares in Q2 2023, an estimated $7.
Values First Advisors first reported a position in PowerFleet Inc in Q4 2019 and held it in 4 quarters.
Values First Advisors's PowerFleet Inc position peaked at $109K in Q4 2019.
45 funds tracked by Wall St. Rank held PowerFleet Inc as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.