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Cetera Advisor Networks’s Symbotic SYM Stock Holding History

Cetera Advisor Networks’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 		$229K Buy
5,096
+471
+10% +$20.6K ﹤0.01% 2498
2023
Q4 		$237K Sell
4,625
-2,575
-36% -$113K ﹤0.01% 2408
2023
Q3 		$241K Sell
7,200
-11,840
-62% -$487K ﹤0.01% 2296
2023
Q2 		$815K Buy
+19,040
New +$625K 0.01% 1392

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

Cetera Advisor Networks's SYM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Symbotic (SYM) stake by 10% in Q1 2024, buying an estimated $20.6K and bringing the position to 5,096 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Cetera Advisor Networks first reported a position in SYM in Q2 2023 and has held it in 4 quarters since. The position peaked at $815K in Q2 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Cetera Advisor Networks held 5,096 shares of Symbotic worth $229K as of Q1 2024.
  • Cetera Advisor Networks bought 471 Symbotic shares in Q1 2024, an estimated $20.6K.
  • Symbotic made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2498 holding.
  • Cetera Advisor Networks first reported a position in Symbotic in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisor Networks's Symbotic position peaked at $815K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.