Caitlin John’s Symbotic SYM Stock Holding History

Caitlin John’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	-200	Closed	-$9K	–	947
2024 Q1	$9K	Buy	+200	New	+$8.76K	0.01%	473

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Caitlin John's SYM Position: Q2 2024 in Review

Caitlin John sold out of Symbotic (SYM) in Q2 2024, closing a stake of 200 shares — an estimated $9K sold.

Caitlin John first reported a position in SYM in Q1 2024 and held it in 1 quarter. The position peaked at $9K in Q1 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

Caitlin John reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
Caitlin John sold 200 Symbotic shares in Q2 2024, an estimated $9K.
Caitlin John first reported a position in Symbotic in Q1 2024 and held it in 1 quarter.
Caitlin John's Symbotic position peaked at $9K in Q1 2024.
239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.