IGWM
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ICA Group Wealth Management’s Symbotic SYM Stock Holding History

ICA Group Wealth Management’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
Q2 		$176 Hold
5
– – ﹤0.01% 783
2024
Q1 		$225 Buy
+5
New +$219 ﹤0.01% 1318

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

ICA Group Wealth Management's SYM Position: Q2 2024 in Review

ICA Group Wealth Management held its Symbotic (SYM) position steady in Q2 2024 at 5 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #783.

ICA Group Wealth Management first reported a position in SYM in Q1 2024 and has held it in 2 quarters since. The position peaked at $225 in Q1 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

  • ICA Group Wealth Management held 5 shares of Symbotic worth $176 as of Q2 2024.
  • ICA Group Wealth Management left its Symbotic share count unchanged in Q2 2024.
  • Symbotic made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #783 holding.
  • ICA Group Wealth Management first reported a position in Symbotic in Q1 2024 and has held it in 2 quarters since.
  • ICA Group Wealth Management's Symbotic position peaked at $225 in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.