New Wave Wealth Advisors’s Symbotic SYM Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-225	Closed	-$5.33K	–	611
2024 Q4	$5.33K	Buy	+225	New	+$6.39K	﹤0.01%	431

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

New Wave Wealth Advisors's SYM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Symbotic (SYM) in Q1 2025, closing a stake of 225 shares — an estimated $5.33K sold.

New Wave Wealth Advisors first reported a position in SYM in Q4 2024 and held it in 1 quarter. The position peaked at $5.33K in Q4 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

New Wave Wealth Advisors reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 225 Symbotic shares in Q1 2025, an estimated $5.33K.
New Wave Wealth Advisors first reported a position in Symbotic in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Symbotic position peaked at $5.33K in Q4 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.