WealthPLAN Partners’s Samsara IOT Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-2,500	Closed	-$69.3K	–	704
2023 Q2	$69.3K	Hold	2,500	–	–	0.01%	452
2023 Q1	$49.3K	Buy	+2,500	New	+$39.6K	0.01%	563

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WealthPLAN Partners's IOT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Samsara (IOT) in Q3 2023, closing a stake of 2,500 shares — an estimated $69.3K sold.

WealthPLAN Partners first reported a position in IOT in Q1 2023 and held it in 2 quarters. The position peaked at $69.3K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

WealthPLAN Partners reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,500 Samsara shares in Q3 2023, an estimated $69.3K.
WealthPLAN Partners first reported a position in Samsara in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Samsara position peaked at $69.3K in Q2 2023.
207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.