WJWM
IOT icon

Williams Jones Wealth Management’s Samsara IOT Stock Holding History

Williams Jones Wealth Management’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
2024
Q4 		– Sell
-7,342
Closed -$353K – 519
2024
Q3 		$353K Buy
7,342
+145
+2% +$5.88K ﹤0.01% 409
2024
Q2 		$243K Buy
7,197
+820
+13% +$28.3K ﹤0.01% 448
2024
Q1 		$241K Buy
+6,377
New +$217K ﹤0.01% 465

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $189M AUM 10.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Williams Jones Wealth Management's IOT Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Samsara (IOT) in Q4 2024, closing a stake of 7,342 shares — an estimated $353K sold.

Williams Jones Wealth Management first reported a position in IOT in Q1 2024 and held it in 3 quarters. The position peaked at $353K in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,342 Samsara shares in Q4 2024, an estimated $353K.
  • Williams Jones Wealth Management first reported a position in Samsara in Q1 2024 and held it in 3 quarters.
  • Williams Jones Wealth Management's Samsara position peaked at $353K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.