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Clear Point Advisors’s Symbotic SYM Stock Holding History

Clear Point 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
Q4 		– Sell
-51
Closed -$1.24K – 478
2024
Q3 		$1.24K Sell
51
-39
-43% -$1.06K ﹤0.01% 468
2024
Q2 		$3.16K Hold
90
– – ﹤0.01% 414
2024
Q1 		$4.05K Hold
90
– – ﹤0.01% 398
2023
Q4 		$4.62K Buy
+90
New +$3.94K ﹤0.01% 371

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Point Advisors's SYM Position: Q4 2024 in Review

Clear Point Advisors sold out of Symbotic (SYM) in Q4 2024, closing a stake of 51 shares — an estimated $1.24K sold.

Clear Point Advisors first reported a position in SYM in Q4 2023 and held it in 4 quarters. The position peaked at $4.62K in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Clear Point Advisors reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 51 Symbotic shares in Q4 2024, an estimated $1.24K.
  • Clear Point Advisors first reported a position in Symbotic in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Symbotic position peaked at $4.62K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.