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BluePath Capital Management’s Symbotic SYM Stock Holding History

BluePath Capital 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
Q4 		– Sell
-2,800
Closed -$93.6K – 290
2023
Q3 		$93.6K Buy
+2,800
New +$115K 0.09% 152

Other funds holding SYM

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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BluePath Capital Management's SYM Position: Q4 2023 in Review

BluePath Capital Management sold out of Symbotic (SYM) in Q4 2023, closing a stake of 2,800 shares — an estimated $93.6K sold.

BluePath Capital Management first reported a position in SYM in Q3 2023 and held it in 1 quarter. The position peaked at $93.6K in Q3 2023. 198 funds tracked by Wall St. Rank hold SYM as of Q4 2023.

  • BluePath Capital Management reported no remaining Symbotic position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 2,800 Symbotic shares in Q4 2023, an estimated $93.6K.
  • BluePath Capital Management first reported a position in Symbotic in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's Symbotic position peaked at $93.6K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Symbotic as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.