AAS
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Avantax Advisory Services’s Symbotic SYM Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-8,837
Closed -$311K – 2198
2024
Q2 		$311K Sell
8,837
-900
-9% -$36.4K ﹤0.01% 1674
2024
Q1 		$438K Buy
9,737
+3,160
+48% +$138K ﹤0.01% 1109
2023
Q4 		$338K Sell
6,577
-40
-0.6% -$1.75K ﹤0.01% 1178
2023
Q3 		$221K Sell
6,617
-900
-12% -$37K ﹤0.01% 1373
2023
Q2 		$322K Buy
+7,517
New +$247K ﹤0.01% 1147

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
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
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 $83.9B AUM 60.43% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Avantax Advisory Services's SYM Position: Q3 2024 in Review

Avantax Advisory Services sold out of Symbotic (SYM) in Q3 2024, closing a stake of 8,837 shares — an estimated $311K sold.

Avantax Advisory Services first reported a position in SYM in Q2 2023 and held it in 5 quarters. The position peaked at $438K in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Avantax Advisory Services reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,837 Symbotic shares in Q3 2024, an estimated $311K.
  • Avantax Advisory Services first reported a position in Symbotic in Q2 2023 and held it in 5 quarters.
  • Avantax Advisory Services's Symbotic position peaked at $438K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.