CWM
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CarsonAllaria Wealth Management’s Symbotic SYM Stock Holding History

CarsonAllaria Wealth Management’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
Q1 		– Sell
-70
Closed -$3.59K – 409
2023
Q4 		$3.59K Sell
70
-75
-52% -$3.29K ﹤0.01% 275
2023
Q3 		$4.85K Buy
+145
New +$5.96K ﹤0.01% 259

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

CarsonAllaria Wealth Management's SYM Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Symbotic (SYM) in Q1 2024, closing a stake of 70 shares — an estimated $3.59K sold.

CarsonAllaria Wealth Management first reported a position in SYM in Q3 2023 and held it in 2 quarters. The position peaked at $4.85K in Q3 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 70 Symbotic shares in Q1 2024, an estimated $3.59K.
  • CarsonAllaria Wealth Management first reported a position in Symbotic in Q3 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Symbotic position peaked at $4.85K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.