Williams Jones Wealth Management
AIOT icon

Williams Jones Wealth Management’s PowerFleet Inc AIOT Stock Holding History

Williams Jones Wealth Management’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
2021
Q1 		– Sell
-11,000
Closed -$82K – 508
2020
Q4 		$82K Hold
11,000
– – ﹤0.01% 456
2020
Q3 		$62K Hold
11,000
– – ﹤0.01% 422
2020
Q2 		$51K Hold
11,000
– – ﹤0.01% 405
2020
Q1 		$38K Buy
+11,000
New +$70.9K ﹤0.01% 371

Other funds holding AIOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Williams Jones Wealth Management's AIOT Position: Q1 2021 in Review

Williams Jones Wealth Management sold out of PowerFleet Inc (AIOT) in Q1 2021, closing a stake of 11,000 shares — an estimated $82K sold.

Williams Jones Wealth Management first reported a position in AIOT in Q1 2020 and held it in 4 quarters. The position peaked at $82K in Q4 2020. 92 funds tracked by Wall St. Rank hold AIOT as of Q1 2021.

  • Williams Jones Wealth Management reported no remaining PowerFleet Inc position as of Q1 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,000 PowerFleet Inc shares in Q1 2021, an estimated $82K.
  • Williams Jones Wealth Management first reported a position in PowerFleet Inc in Q1 2020 and held it in 4 quarters.
  • Williams Jones Wealth Management's PowerFleet Inc position peaked at $82K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2021.

Based on Williams Jones Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.