Aspect Partners’s Symbotic SYM Stock Holding History

Aspect Partners’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	-74	Closed	-$3.8K	–	566
2023 Q4	$3.8K	Buy	+74	New	+$3.24K	﹤0.01%	365

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Aspect Partners's SYM Position: Q1 2024 in Review

Aspect Partners sold out of Symbotic (SYM) in Q1 2024, closing a stake of 74 shares — an estimated $3.8K sold.

Aspect Partners first reported a position in SYM in Q4 2023 and held it in 1 quarter. The position peaked at $3.8K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Aspect Partners reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
Aspect Partners sold 74 Symbotic shares in Q1 2024, an estimated $3.8K.
Aspect Partners first reported a position in Symbotic in Q4 2023 and held it in 1 quarter.
Aspect Partners's Symbotic position peaked at $3.8K in Q4 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Aspect Partners's 13F filing for Q1 2024, filed 17 May 2024.