Colonial River Investments’s Symbotic SYM Stock Holding History

Colonial River Investments’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	–	Sell	-4,513	Closed	-$232K	–	214
2023 Q4	$232K	Buy	+4,513	New	+$198K	0.14%	169

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Colonial River Investments's SYM Position: Q1 2024 in Review

Colonial River Investments sold out of Symbotic (SYM) in Q1 2024, closing a stake of 4,513 shares — an estimated $232K sold.

Colonial River Investments first reported a position in SYM in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

Colonial River Investments reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
Colonial River Investments sold 4,513 Symbotic shares in Q1 2024, an estimated $232K.
Colonial River Investments first reported a position in Symbotic in Q4 2023 and held it in 1 quarter.
Colonial River Investments's Symbotic position peaked at $232K in Q4 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.