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Aigen Investment Management’s Symbotic SYM Stock Holding History

Aigen Investment Management’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,634
Closed -$392K – 997
2023
Q4 		$392K Sell
7,634
-8,673
-53% -$380K 0.07% 408
2023
Q3 		$545K Buy
+16,307
New +$671K 0.1% 324

Other funds holding SYM

SoftBank Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Aigen Investment Management's SYM Position: Q1 2024 in Review

Aigen Investment Management sold out of Symbotic (SYM) in Q1 2024, closing a stake of 7,634 shares — an estimated $392K sold.

Aigen Investment Management first reported a position in SYM in Q3 2023 and held it in 2 quarters. The position peaked at $545K in Q3 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Aigen Investment Management reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
  • Aigen Investment Management sold 7,634 Symbotic shares in Q1 2024, an estimated $392K.
  • Aigen Investment Management first reported a position in Symbotic in Q3 2023 and held it in 2 quarters.
  • Aigen Investment Management's Symbotic position peaked at $545K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Aigen Investment Management's 13F filing for Q1 2024, filed 14 May 2024.