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Arcadia Investment Management’s Symbotic SYM Stock Holding History

Arcadia 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
Q4 		– Sell
-2,000
Closed -$48.8K – 320
2024
Q3 		$48.8K Buy
+2,000
New +$54.3K 0.01% 186
2023
Q3 		– Sell
-481
Closed -$20.6K – 342
2023
Q2 		$20.6K Sell
481
-2,042
-81% -$67.1K ﹤0.01% 272
2023
Q1 		$57.6K Buy
+2,523
New +$42.2K 0.01% 221

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Baillie Gifford & Co
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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arcadia Investment Management's SYM Position: Q4 2024 in Review

Arcadia Investment Management sold out of Symbotic (SYM) in Q4 2024, closing a stake of 2,000 shares — an estimated $48.8K sold.

Arcadia Investment Management first reported a position in SYM in Q1 2023 and held it in 3 quarters. The position peaked at $57.6K in Q1 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Arcadia Investment Management reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 2,000 Symbotic shares in Q4 2024, an estimated $48.8K.
  • Arcadia Investment Management first reported a position in Symbotic in Q1 2023 and held it in 3 quarters.
  • Arcadia Investment Management's Symbotic position peaked at $57.6K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.