Elite Wealth Management’s Symbotic SYM Stock Holding History

Elite 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 Q3	–	Sell	-5,932	Closed	-$209K	–	43
2024 Q2	$209K	Sell	5,932 -58	-1%	-$2.35K	0.01%	43
2024 Q1	$270K	Sell	5,990 -193	-3%	-$8.46K	0.01%	47
2023 Q4	$317K	Sell	6,183 -103	-2%	-$4.51K	0.02%	36
2023 Q3	$210K	Buy	+6,286	New	+$259K	0.02%	47

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $83.9B AUM 60.43% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Elite Wealth Management's SYM Position: Q3 2024 in Review

Elite Wealth Management sold out of Symbotic (SYM) in Q3 2024, closing a stake of 5,932 shares — an estimated $209K sold.

Elite Wealth Management first reported a position in SYM in Q3 2023 and held it in 4 quarters. The position peaked at $317K in Q4 2023. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

Elite Wealth Management reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
Elite Wealth Management sold 5,932 Symbotic shares in Q3 2024, an estimated $209K.
Elite Wealth Management first reported a position in Symbotic in Q3 2023 and held it in 4 quarters.
Elite Wealth Management's Symbotic position peaked at $317K in Q4 2023.
214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Elite Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.