HTG Investment Advisors’s Symbotic SYM Stock Holding History

HTG Investment 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
2023 Q2	–	Sell	-10,000	Closed	-$228K	–	53
2023 Q1	$228K	Hold	10,000	–	–	0.21%	48
2022 Q4	$119K	Buy	+10,000	New	+$117K	0.12%	51

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HTG Investment Advisors's SYM Position: Q2 2023 in Review

HTG Investment Advisors sold out of Symbotic (SYM) in Q2 2023, closing a stake of 10,000 shares — an estimated $228K sold.

HTG Investment Advisors first reported a position in SYM in Q4 2022 and held it in 2 quarters. The position peaked at $228K in Q1 2023. 129 funds tracked by Wall St. Rank hold SYM as of Q2 2023.

HTG Investment Advisors reported no remaining Symbotic position as of Q2 2023 after selling out during the quarter.
HTG Investment Advisors sold 10,000 Symbotic shares in Q2 2023, an estimated $228K.
HTG Investment Advisors first reported a position in Symbotic in Q4 2022 and held it in 2 quarters.
HTG Investment Advisors's Symbotic position peaked at $228K in Q1 2023.
129 funds tracked by Wall St. Rank held Symbotic as of Q2 2023.

Based on HTG Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.