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Optimum Investment Advisors’s Symbotic SYM Stock Holding History

Optimum Investment 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
Q3 		– Sell
-150
Closed -$5.27K – 660
2024
Q2 		$5.27K Hold
150
– – ﹤0.01% 561
2024
Q1 		$6.75K Buy
+150
New +$6.57K ﹤0.01% 549

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
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
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 $73.7B AUM 53.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Optimum Investment Advisors's SYM Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Symbotic (SYM) in Q3 2024, closing a stake of 150 shares — an estimated $5.27K sold.

Optimum Investment Advisors first reported a position in SYM in Q1 2024 and held it in 2 quarters. The position peaked at $6.75K in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 Symbotic shares in Q3 2024, an estimated $5.27K.
  • Optimum Investment Advisors first reported a position in Symbotic in Q1 2024 and held it in 2 quarters.
  • Optimum Investment Advisors's Symbotic position peaked at $6.75K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.