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Cape Investment Advisory’s Symbotic SYM Stock Holding History

Cape Investment Advisory’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
2025
Q1 		– Sell
-30
Closed -$711 – 1192
2024
Q4 		$711 Hold
30
– – ﹤0.01% 996
2024
Q3 		$732 Hold
30
– – ﹤0.01% 890
2024
Q2 		$1.05K Buy
+30
New +$1.21K ﹤0.01% 834
2024
Q1 		– Sell
-35
Closed -$1.8K – 1161
2023
Q4 		$1.8K Buy
+35
New +$1.53K ﹤0.01% 942

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cape Investment Advisory's SYM Position: Q1 2025 in Review

Cape Investment Advisory sold out of Symbotic (SYM) in Q1 2025, closing a stake of 30 shares — an estimated $711 sold.

Cape Investment Advisory first reported a position in SYM in Q4 2023 and held it in 4 quarters. The position peaked at $1.8K in Q4 2023. 222 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • Cape Investment Advisory reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 30 Symbotic shares in Q1 2025, an estimated $711.
  • Cape Investment Advisory first reported a position in Symbotic in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Symbotic position peaked at $1.8K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.