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First Personal Financial Services’s Symbotic SYM Stock Holding History

First Personal Financial Services’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 		$7.56K Hold
310
– – ﹤0.01% 325
2024
Q2 		$10.9K Hold
310
– – ﹤0.01% 271
2024
Q1 		$13.9K Hold
310
– – ﹤0.01% 262
2023
Q4 		$15.9K Hold
310
– – ﹤0.01% 276
2023
Q3 		$10.4K Hold
310
– – ﹤0.01% 301
2023
Q2 		$13.3K Hold
310
– – ﹤0.01% 294
2023
Q1 		$7.08K Buy
+310
New +$5.18K ﹤0.01% 342

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
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

First Personal Financial Services's SYM Position: Q3 2024 in Review

First Personal Financial Services held its Symbotic (SYM) position steady in Q3 2024 at 310 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

First Personal Financial Services first reported a position in SYM in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.9K in Q4 2023. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • First Personal Financial Services held 310 shares of Symbotic worth $7.56K as of Q3 2024.
  • First Personal Financial Services left its Symbotic share count unchanged in Q3 2024.
  • Symbotic made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #325 holding.
  • First Personal Financial Services first reported a position in Symbotic in Q1 2023 and has held it in 7 quarters since.
  • First Personal Financial Services's Symbotic position peaked at $15.9K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.