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Cetera Advisors’s Symbotic SYM Stock Holding History

Cetera 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
Q1 		$377K Buy
8,372
+841
+11% +$36.8K ﹤0.01% 1790
2023
Q4 		$387K Buy
+7,531
New +$330K 0.01% 1273

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Cetera Advisors's SYM Position: Q1 2024 in Review

Cetera Advisors increased its Symbotic (SYM) stake by 11% in Q1 2024, buying an estimated $36.8K and bringing the position to 8,372 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Cetera Advisors first reported a position in SYM in Q4 2023 and has held it in 2 quarters since. The position peaked at $387K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Cetera Advisors held 8,372 shares of Symbotic worth $377K as of Q1 2024.
  • Cetera Advisors bought 841 Symbotic shares in Q1 2024, an estimated $36.8K.
  • Symbotic made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1790 holding.
  • Cetera Advisors first reported a position in Symbotic in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisors's Symbotic position peaked at $387K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

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