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Nine Masts Capital’s Symbotic SYM Stock Holding History

Nine Masts Capital’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
2022
Q2 		– Sell
-100,000
Closed -$991K – 55
2022
Q1 		$991K Hold
100,000
– – 0.21% 23
2021
Q4 		$1M Hold
100,000
– – 0.45% 23
2021
Q3 		$983K Hold
100,000
– – 0.37% 25
2021
Q2 		$994K Buy
+100,000
New +$1.01M 0.71% 20

Other funds holding SYM

SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Nine Masts Capital's SYM Position: Q2 2022 in Review

Nine Masts Capital sold out of Symbotic (SYM) in Q2 2022, closing a stake of 100,000 shares — an estimated $991K sold.

Nine Masts Capital first reported a position in SYM in Q2 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2021. 17 funds tracked by Wall St. Rank hold SYM as of Q2 2022.

  • Nine Masts Capital reported no remaining Symbotic position as of Q2 2022 after selling out during the quarter.
  • Nine Masts Capital sold 100,000 Symbotic shares in Q2 2022, an estimated $991K.
  • Nine Masts Capital first reported a position in Symbotic in Q2 2021 and held it in 4 quarters.
  • Nine Masts Capital's Symbotic position peaked at $1M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Symbotic as of Q2 2022.

Based on Nine Masts Capital's 13F filing for Q2 2022, filed 5 Aug 2022.