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Integrated Wealth Concepts’s Symbotic SYM Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-8,275
Closed -$291K – 1734
2024
Q2 		$291K Buy
8,275
+55
+0.7% +$2.23K ﹤0.01% 1335
2024
Q1 		$370K Buy
8,220
+1,785
+28% +$78.2K 0.01% 1200
2023
Q4 		$330K Buy
+6,435
New +$282K 0.01% 1215

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $83.9B AUM 60.43% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Integrated Wealth Concepts's SYM Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Symbotic (SYM) in Q3 2024, closing a stake of 8,275 shares — an estimated $291K sold.

Integrated Wealth Concepts first reported a position in SYM in Q4 2023 and held it in 3 quarters. The position peaked at $370K in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,275 Symbotic shares in Q3 2024, an estimated $291K.
  • Integrated Wealth Concepts first reported a position in Symbotic in Q4 2023 and held it in 3 quarters.
  • Integrated Wealth Concepts's Symbotic position peaked at $370K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.