L & S Advisors’s Symbotic SYM Stock Holding History

L & S 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
2024 Q4	–	Sell	-10,080	Closed	-$246K	–	369
2024 Q3	$246K	Buy	+10,080	New	+$274K	0.03%	325
2024 Q2	–	Sell	-37,766	Closed	-$1.7M	–	368
2024 Q1	$1.7M	Buy	+37,766	New	+$1.65M	0.19%	136

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

L & S Advisors's SYM Position: Q4 2024 in Review

L & S Advisors sold out of Symbotic (SYM) in Q4 2024, closing a stake of 10,080 shares — an estimated $246K sold.

L & S Advisors first reported a position in SYM in Q1 2024 and held it in 2 quarters. The position peaked at $1.7M in Q1 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

L & S Advisors reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
L & S Advisors sold 10,080 Symbotic shares in Q4 2024, an estimated $246K.
L & S Advisors first reported a position in Symbotic in Q1 2024 and held it in 2 quarters.
L & S Advisors's Symbotic position peaked at $1.7M in Q1 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on L & S Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.