Calamos Advisors’s Symbotic SYM Stock Holding History

Calamos Advisors’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	-8,104	Closed	-$365K	–	995
2024 Q1	$365K	Buy	+8,104	New	+$355K	﹤0.01%	713
2023 Q4	–	Sell	-38,288	Closed	-$1.28M	–	976
2023 Q3	$1.28M	Sell	38,288 -4,942	-11%	-$203K	0.01%	650
2023 Q2	$1.85M	Buy	43,230 +4,322	+11%	+$142K	0.01%	664
2023 Q1	$889K	Buy	+38,908	New	+$650K	﹤0.01%	822

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

Calamos Advisors's SYM Position: Q2 2024 in Review

Calamos Advisors sold out of Symbotic (SYM) in Q2 2024, closing a stake of 8,104 shares — an estimated $365K sold.

Calamos Advisors first reported a position in SYM in Q1 2023 and held it in 4 quarters. The position peaked at $1.85M in Q2 2023. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

Calamos Advisors reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
Calamos Advisors sold 8,104 Symbotic shares in Q2 2024, an estimated $365K.
Calamos Advisors first reported a position in Symbotic in Q1 2023 and held it in 4 quarters.
Calamos Advisors's Symbotic position peaked at $1.85M in Q2 2023.
239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Calamos Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.