Financial Sense Advisors’s Symbotic SYM Stock Holding History

Financial Sense 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
2024 Q2	–	Sell	-5,490	Closed	-$247K	–	132
2024 Q1	$247K	Buy	+5,490	New	+$241K	0.08%	104

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

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

Financial Sense Advisors's SYM Position: Q2 2024 in Review

Financial Sense Advisors sold out of Symbotic (SYM) in Q2 2024, closing a stake of 5,490 shares — an estimated $247K sold.

Financial Sense Advisors first reported a position in SYM in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 240 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

Financial Sense Advisors reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
Financial Sense Advisors sold 5,490 Symbotic shares in Q2 2024, an estimated $247K.
Financial Sense Advisors first reported a position in Symbotic in Q1 2024 and held it in 1 quarter.
Financial Sense Advisors's Symbotic position peaked at $247K in Q1 2024.
240 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Financial Sense Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.