Belpointe Asset Management’s Symbotic SYM Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-167	Closed	-$3.81K	–	3065
2023 Q1	$3.81K	Buy	+167	New	+$2.79K	﹤0.01%	3110

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RJA

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Belpointe Asset Management's SYM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Symbotic (SYM) in Q2 2023, closing a stake of 167 shares — an estimated $3.81K sold.

Belpointe Asset Management first reported a position in SYM in Q1 2023 and held it in 1 quarter. The position peaked at $3.81K in Q1 2023. 129 funds tracked by Wall St. Rank hold SYM as of Q2 2023.

Belpointe Asset Management reported no remaining Symbotic position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 167 Symbotic shares in Q2 2023, an estimated $3.81K.
Belpointe Asset Management first reported a position in Symbotic in Q1 2023 and held it in 1 quarter.
Belpointe Asset Management's Symbotic position peaked at $3.81K in Q1 2023.
129 funds tracked by Wall St. Rank held Symbotic as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.