J. Goldman & Co’s Symbotic SYM Stock Holding History

J. Goldman & Co’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	-164,708	Closed	-$5.79M	–	612
2024 Q2	$5.79M	Sell	164,708 -304,732	-65%	-$12.3M	0.16%	163
2024 Q1	$21.1M	Buy	+469,440	New	+$20.6M	0.68%	42
2021 Q4	–	Sell	-15,758	Closed	-$155K	–	437
2021 Q3	$155K	Hold	15,758	–	–	0.01%	312
2021 Q2	$157K	Buy	+15,758	New	+$159K	0.01%	367

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 $4.38B AUM 56.68% 1-Year Est. Return

J. Goldman & Co's SYM Position: Q3 2024 in Review

J. Goldman & Co sold out of Symbotic (SYM) in Q3 2024, closing a stake of 164,708 shares — an estimated $5.79M sold.

J. Goldman & Co first reported a position in SYM in Q2 2021 and held it in 4 quarters. The position peaked at $21.1M in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

J. Goldman & Co reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 164,708 Symbotic shares in Q3 2024, an estimated $5.79M.
J. Goldman & Co first reported a position in Symbotic in Q2 2021 and held it in 4 quarters.
J. Goldman & Co's Symbotic position peaked at $21.1M in Q1 2024.
214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.