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Cipher Capital’s Symbotic SYM Stock Holding History

Cipher Capital’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 		$272K Sell
6,035
-1,190
-16% -$52.1K 0.13% 287
2023
Q4 		$371K Buy
+7,225
New +$317K 0.12% 278

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

Cipher Capital's SYM Position: Q1 2024 in Review

Cipher Capital reduced its Symbotic (SYM) stake by 16% in Q1 2024, selling an estimated $52.1K and leaving 6,035 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #287.

Cipher Capital first reported a position in SYM in Q4 2023 and has held it in 2 quarters since. The position peaked at $371K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Cipher Capital held 6,035 shares of Symbotic worth $272K as of Q1 2024.
  • Cipher Capital sold 1,190 Symbotic shares in Q1 2024, an estimated $52.1K.
  • Symbotic made up 0.13% of Cipher Capital's portfolio in Q1 2024, its #287 holding.
  • Cipher Capital first reported a position in Symbotic in Q4 2023 and has held it in 2 quarters since.
  • Cipher Capital's Symbotic position peaked at $371K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.