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GRP
Global Retirement Partners’s
Symbotic
SYM
Stock Holding History
Global Retirement Partners’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
2025
Q4
$155K
Sell
2,609
-2,139
-45%
-$141K
﹤0.01%
1629
2025
Q3
$256K
Sell
4,748
-2,446
-34%
-$124K
0.01%
1058
2025
Q2
$279K
Buy
+7,194
New
+$188K
0.01%
940
2024
Q4
$25.6K
Hold
1,081
–
–
﹤0.01%
1956
2024
Q3
$26.4K
Hold
1,081
–
–
﹤0.01%
1863
2024
Q2
$38K
Buy
1,081
+25
+2%
+$1.01K
﹤0.01%
1686
2024
Q1
$47.5K
Buy
1,056
+660
+167%
+$28.9K
﹤0.01%
1440
2023
Q4
$16.3K
Buy
+396
New
+$17.4K
﹤0.01%
1862
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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