Belvedere Trading
SYM icon

Belvedere Trading’s Symbotic SYM Stock Holding History

Belvedere Trading’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
Q2 		– Sell
-10,200
Closed -$459K – 899
2024
Q1 		$459K Sell
10,200
-1,500
-13% -$65.7K ﹤0.01% 167
2023
Q4 		$601K Sell
11,700
-2,000
-15% -$87.7K ﹤0.01% 142
2023
Q3 		$458K Buy
13,700
+10,200
+291% +$420K ﹤0.01% 127
2023
Q2 		$150K Buy
+3,500
New +$115K ﹤0.01% 368

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
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
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 $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Belvedere Trading's SYM Position: Q2 2024 in Review

Belvedere Trading sold out of Symbotic (SYM) in Q2 2024, closing a stake of 6,274 shares — an estimated $282K sold.

Belvedere Trading first reported a position in SYM in Q3 2023 and held it in 2 quarters. The position peaked at $282K in Q1 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

  • Belvedere Trading reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
  • Belvedere Trading sold 6,274 Symbotic shares in Q2 2024, an estimated $282K.
  • Belvedere Trading first reported a position in Symbotic in Q3 2023 and held it in 2 quarters.
  • Belvedere Trading's Symbotic position peaked at $282K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Belvedere Trading's 13F filing for Q2 2024, filed 9 Aug 2024.