Colonial Trust’s Symbotic SYM Stock Holding History

Colonial Trust’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	-44	Closed	-$1.12K	–	1354
2024 Q3	$1.12K	Hold	44	–	–	﹤0.01%	1032
2024 Q2	$1.55K	Buy	44 +17	+63%	+$688	﹤0.01%	953
2024 Q1	$1.22K	Buy	+27	New	+$1.18K	﹤0.01%	959

Other funds holding SYM

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

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Colonial Trust's SYM Position: Q4 2024 in Review

Colonial Trust sold out of Symbotic (SYM) in Q4 2024, closing a stake of 44 shares — an estimated $1.12K sold.

Colonial Trust first reported a position in SYM in Q1 2024 and held it in 3 quarters. The position peaked at $1.55K in Q2 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

Colonial Trust reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
Colonial Trust sold 44 Symbotic shares in Q4 2024, an estimated $1.12K.
Colonial Trust first reported a position in Symbotic in Q1 2024 and held it in 3 quarters.
Colonial Trust's Symbotic position peaked at $1.55K in Q2 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.