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NVWM LLC’s Symbotic SYM Stock Holding History

NVWM LLC’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
-50
Closed -$1.22K – 697
2024
Q3 		$1.22K Hold
50
– – ﹤0.01% 441
2024
Q2 		$1.76K Hold
50
– – ﹤0.01% 370
2024
Q1 		$2.25K Hold
50
– – ﹤0.01% 348
2023
Q4 		$2.57K Hold
50
– – ﹤0.01% 351
2023
Q3 		$1.67K Hold
50
– – ﹤0.01% 385
2023
Q2 		$2.14K Hold
50
– – ﹤0.01% 405
2023
Q1 		$1.14K Hold
50
– – ﹤0.01% 406
2022
Q4 		$597 Buy
+50
New +$583 ﹤0.01% 404

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NVWM LLC's SYM Position: Q4 2024 in Review

NVWM LLC sold out of Symbotic (SYM) in Q4 2024, closing a stake of 50 shares — an estimated $1.22K sold.

NVWM LLC first reported a position in SYM in Q4 2022 and held it in 8 quarters. The position peaked at $2.57K in Q4 2023. 222 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • NVWM LLC reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • NVWM LLC sold 50 Symbotic shares in Q4 2024, an estimated $1.22K.
  • NVWM LLC first reported a position in Symbotic in Q4 2022 and held it in 8 quarters.
  • NVWM LLC's Symbotic position peaked at $2.57K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on NVWM LLC's 13F filing for Q4 2024, filed 27 Jan 2025.