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Householder Group Estate & Retirement Specialist’s Symbotic SYM Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$23K Hold
1,004
– – 0.02% 276
2024
Q3 		$24K Buy
+1,004
New +$27.3K 0.01% 651
2023
Q4 		– Sell
-1,953
Closed -$65.3K – 1322
2023
Q3 		$65.3K Buy
+1,953
New +$80.3K 0.02% 395
2023
Q1 		$87K Buy
+3,806
New +$63.6K 0.03% 338

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

Householder Group Estate & Retirement Specialist's SYM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Symbotic (SYM) position steady in Q4 2024 at 1,004 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #276.

Householder Group Estate & Retirement Specialist first reported a position in SYM in Q1 2023 and has held it in 4 quarters since. The position peaked at $87K in Q1 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,004 shares of Symbotic worth $23K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Symbotic share count unchanged in Q4 2024.
  • Symbotic made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #276 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Symbotic in Q1 2023 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's Symbotic position peaked at $87K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.