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Castleview Partners’s Symbotic SYM Stock Holding History

Castleview Partners’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
-1,500
Closed -$37.1K – 520
2024
Q4 		$37.1K Hold
1,500
– – 0.02% 388
2024
Q3 		$36.6K Buy
1,500
+500
+50% +$13.6K 0.02% 368
2024
Q2 		$35.2K Hold
1,000
– – 0.02% 373
2024
Q1 		$45K Buy
1,000
+850
+567% +$37.2K 0.03% 364
2023
Q4 		$7.7K Hold
150
– – 0.01% 537
2023
Q3 		$5.01K Buy
+150
New +$6.17K ﹤0.01% 485

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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Castleview Partners's SYM Position: Q1 2025 in Review

Castleview Partners sold out of Symbotic (SYM) in Q1 2025, closing a stake of 1,500 shares — an estimated $37.1K sold.

Castleview Partners first reported a position in SYM in Q3 2023 and held it in 6 quarters. The position peaked at $45K in Q1 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • Castleview Partners reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,500 Symbotic shares in Q1 2025, an estimated $37.1K.
  • Castleview Partners first reported a position in Symbotic in Q3 2023 and held it in 6 quarters.
  • Castleview Partners's Symbotic position peaked at $45K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.