Arete Wealth Advisors’s Symbotic SYM Stock Holding History

Arete Wealth Advisors’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	-12,750	Closed	-$311K	–	789
2024 Q3	$311K	Buy	+12,750	New	+$346K	0.03%	512

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's SYM Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Symbotic (SYM) in Q4 2024, closing a stake of 12,750 shares — an estimated $311K sold.

Arete Wealth Advisors first reported a position in SYM in Q3 2024 and held it in 1 quarter. The position peaked at $311K in Q3 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

Arete Wealth Advisors reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 12,750 Symbotic shares in Q4 2024, an estimated $311K.
Arete Wealth Advisors first reported a position in Symbotic in Q3 2024 and held it in 1 quarter.
Arete Wealth Advisors's Symbotic position peaked at $311K in Q3 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.