OQS
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Occudo Quantitative Strategies’s Symbotic SYM Stock Holding History

Occudo Quantitative Strategies’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
2023
Q2 		– Sell
-13,397
Closed -$306K – 1277
2023
Q1 		$306K Buy
+13,397
New +$224K 0.03% 644

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Occudo Quantitative Strategies's SYM Position: Q2 2023 in Review

Occudo Quantitative Strategies sold out of Symbotic (SYM) in Q2 2023, closing a stake of 13,397 shares — an estimated $306K sold.

Occudo Quantitative Strategies first reported a position in SYM in Q1 2023 and held it in 1 quarter. The position peaked at $306K in Q1 2023. 129 funds tracked by Wall St. Rank hold SYM as of Q2 2023.

  • Occudo Quantitative Strategies reported no remaining Symbotic position as of Q2 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,397 Symbotic shares in Q2 2023, an estimated $306K.
  • Occudo Quantitative Strategies first reported a position in Symbotic in Q1 2023 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Symbotic position peaked at $306K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Symbotic as of Q2 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.