DWM
SYM icon

Dakota Wealth Management’s Symbotic SYM Stock Holding History

Dakota Wealth Management’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
-41,407
Closed -$2.13M – 783
2023
Q4 		$2.13M Buy
41,407
+3,858
+10% +$169K 0.08% 216
2023
Q3 		$1.26M Buy
37,549
+11,367
+43% +$468K 0.06% 254
2023
Q2 		$1.12M Buy
+26,182
New +$860K 0.05% 238

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
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

Dakota Wealth Management's SYM Position: Q1 2024 in Review

Dakota Wealth Management sold out of Symbotic (SYM) in Q1 2024, closing a stake of 41,407 shares — an estimated $2.13M sold.

Dakota Wealth Management first reported a position in SYM in Q2 2023 and held it in 3 quarters. The position peaked at $2.13M in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Dakota Wealth Management reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 41,407 Symbotic shares in Q1 2024, an estimated $2.13M.
  • Dakota Wealth Management first reported a position in Symbotic in Q2 2023 and held it in 3 quarters.
  • Dakota Wealth Management's Symbotic position peaked at $2.13M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Dakota Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.