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Capital Performance Advisors’s Symbotic SYM Stock Holding History

Capital Performance 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
Q4 		– Sell
-1
Closed -$24 – 2397
2024
Q3 		$24 Buy
+1
New +$27 ﹤0.01% 2846

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Vanguard Group
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Mirae Asset Global ETFs Holdings
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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Performance Advisors's SYM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Symbotic (SYM) in Q4 2024, closing a stake of 1 share — an estimated $24 sold.

Capital Performance Advisors first reported a position in SYM in Q3 2024 and held it in 1 quarter. The position peaked at $24 in Q3 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Symbotic share in Q4 2024, an estimated $24.
  • Capital Performance Advisors first reported a position in Symbotic in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Symbotic position peaked at $24 in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.