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Compass Financial Advisors’s Symbotic SYM Stock Holding History

Compass Financial 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
2022
Q4 		– Sell
-14,670
Closed -$169K – 135
2022
Q3 		$169K Buy
+14,670
New +$216K 0.25% 114

Other funds holding SYM

SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Financial Advisors's SYM Position: Q4 2022 in Review

Compass Financial Advisors sold out of Symbotic (SYM) in Q4 2022, closing a stake of 14,670 shares — an estimated $169K sold.

Compass Financial Advisors first reported a position in SYM in Q3 2022 and held it in 1 quarter. The position peaked at $169K in Q3 2022. 50 funds tracked by Wall St. Rank hold SYM as of Q4 2022.

  • Compass Financial Advisors reported no remaining Symbotic position as of Q4 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 14,670 Symbotic shares in Q4 2022, an estimated $169K.
  • Compass Financial Advisors first reported a position in Symbotic in Q3 2022 and held it in 1 quarter.
  • Compass Financial Advisors's Symbotic position peaked at $169K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held Symbotic as of Q4 2022.

Based on Compass Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.