Ancora Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,000
Closed -$20K 2508
2021
Q4
$20K Hold
2,000
﹤0.01% 1589
2021
Q3
$20K Buy
+2,000
New +$19.6K ﹤0.01% 1481

Other funds holding SYM

Ancora Advisors's SYM Position: Q1 2022 in Review

Ancora Advisors sold out of Symbotic (SYM) in Q1 2022, closing a stake of 2,000 shares — an estimated $20K sold.

Ancora Advisors first reported a position in SYM in Q3 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 78 funds tracked by Wall St. Rank hold SYM as of Q1 2022.

  • Ancora Advisors reported no remaining Symbotic position as of Q1 2022 after selling out during the quarter.
  • Ancora Advisors sold 2,000 Symbotic shares in Q1 2022, an estimated $20K.
  • Ancora Advisors first reported a position in Symbotic in Q3 2021 and held it in 2 quarters.
  • Ancora Advisors's Symbotic position peaked at $20K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Symbotic as of Q1 2022.

Based on Ancora Advisors's 13F filing for Q1 2022, filed 13 May 2022.