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Emerald Mutual Fund Advisers Trust’s Symbotic SYM Stock Holding History

Emerald Mutual Fund Advisers 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
2022
Q4 		– Sell
-68,777
Closed -$791K – 240
2022
Q3 		$791K Buy
+68,777
New +$1.01M 0.05% 153

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

Emerald Mutual Fund Advisers Trust's SYM Position: Q4 2022 in Review

Emerald Mutual Fund Advisers Trust sold out of Symbotic (SYM) in Q4 2022, closing a stake of 68,777 shares — an estimated $791K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SYM in Q3 2022 and held it in 1 quarter. The position peaked at $791K in Q3 2022. 50 funds tracked by Wall St. Rank hold SYM as of Q4 2022.

  • Emerald Mutual Fund Advisers Trust reported no remaining Symbotic position as of Q4 2022 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 68,777 Symbotic shares in Q4 2022, an estimated $791K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Symbotic in Q3 2022 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Symbotic position peaked at $791K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held Symbotic as of Q4 2022.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2022, filed 3 Feb 2023.