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Wealthedge Investment Advisors’s Samsara IOT Stock Holding History

Wealthedge Investment 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
2025
Q1 		– Sell
-9,110
Closed -$398K – 196
2024
Q4 		$398K Buy
+9,110
New +$448K 0.18% 108

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthedge Investment Advisors's IOT Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Samsara (IOT) in Q1 2025, closing a stake of 9,110 shares — an estimated $398K sold.

Wealthedge Investment Advisors first reported a position in IOT in Q4 2024 and held it in 1 quarter. The position peaked at $398K in Q4 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 9,110 Samsara shares in Q1 2025, an estimated $398K.
  • Wealthedge Investment Advisors first reported a position in Samsara in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Samsara position peaked at $398K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.