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Global Financial Private Client’s Symbotic SYM Stock Holding History

Global Financial Private Client’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
Q4 		– Sell
-20
Closed -$488 – 1682
2024
Q3 		$488 Hold
20
– – ﹤0.01% 785
2024
Q2 		$703 Hold
20
– – ﹤0.01% 636
2024
Q1 		$909 Hold
20
– – ﹤0.01% 646
2023
Q4 		$1.03K Hold
20
– – ﹤0.01% 626
2023
Q3 		$690 Buy
+20
New +$823 ﹤0.01% 630

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Financial Private Client's SYM Position: Q4 2024 in Review

Global Financial Private Client sold out of Symbotic (SYM) in Q4 2024, closing a stake of 20 shares — an estimated $488 sold.

Global Financial Private Client first reported a position in SYM in Q3 2023 and held it in 5 quarters. The position peaked at $1.03K in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Global Financial Private Client reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 20 Symbotic shares in Q4 2024, an estimated $488.
  • Global Financial Private Client first reported a position in Symbotic in Q3 2023 and held it in 5 quarters.
  • Global Financial Private Client's Symbotic position peaked at $1.03K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.