Capstone Investment Advisors
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Capstone Investment Advisors’s Symbotic SYM Stock Holding History

Capstone Investment 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
Q3 		– Sell
-7,314
Closed -$257K – 2198
2024
Q2 		$257K Sell
7,314
-66,344
-90% -$2.68M ﹤0.01% 1656
2024
Q1 		$3.31M Buy
+73,658
New +$3.23M 0.01% 587

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Capstone Investment Advisors's SYM Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Symbotic (SYM) in Q3 2024, closing a stake of 7,314 shares — an estimated $257K sold.

Capstone Investment Advisors first reported a position in SYM in Q1 2024 and held it in 2 quarters. The position peaked at $3.31M in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,314 Symbotic shares in Q3 2024, an estimated $257K.
  • Capstone Investment Advisors first reported a position in Symbotic in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Symbotic position peaked at $3.31M in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.