New World Advisors’s Symbotic SYM Stock Holding History

New World 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 Q1	–	Sell	-15,000	Closed	-$770K	–	76
2023 Q4	$770K	Hold	15,000	–	–	0.24%	17
2023 Q3	$501K	Buy	+15,000	New	+$617K	0.17%	20

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

New World Advisors's SYM Position: Q1 2024 in Review

New World Advisors sold out of Symbotic (SYM) in Q1 2024, closing a stake of 15,000 shares — an estimated $770K sold.

New World Advisors first reported a position in SYM in Q3 2023 and held it in 2 quarters. The position peaked at $770K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

New World Advisors reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
New World Advisors sold 15,000 Symbotic shares in Q1 2024, an estimated $770K.
New World Advisors first reported a position in Symbotic in Q3 2023 and held it in 2 quarters.
New World Advisors's Symbotic position peaked at $770K in Q4 2023.
237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on New World Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.