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

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

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.