Atria Investments’s Symbotic SYM Stock Holding History

Atria Investments’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	-10,950	Closed	-$267K	–	1979
2024 Q3	$267K	Buy	10,950 +4,277	+64%	+$116K	﹤0.01%	1670
2024 Q2	$235K	Buy	+6,673	New	+$270K	﹤0.01%	1731

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

Atria Investments's SYM Position: Q4 2024 in Review

Atria Investments sold out of Symbotic (SYM) in Q4 2024, closing a stake of 10,950 shares — an estimated $267K sold.

Atria Investments first reported a position in SYM in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q3 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

Atria Investments reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 10,950 Symbotic shares in Q4 2024, an estimated $267K.
Atria Investments first reported a position in Symbotic in Q2 2024 and held it in 2 quarters.
Atria Investments's Symbotic position peaked at $267K in Q3 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.