Corient Private Wealth
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Corient Private Wealth’s Symbotic SYM Stock Holding History

Corient Private Wealth’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,101
Closed -$215K – 2513
2024
Q2 		$215K Buy
6,101
+751
+14% +$26.4K ﹤0.01% 2087
2024
Q1 		$241K Buy
5,350
+305
+6% +$13.7K ﹤0.01% 2004
2023
Q4 		$259K Buy
+5,045
New +$259K ﹤0.01% 1940