PFO
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Pathstone Family Office’s Symbotic SYM Stock Holding History

Pathstone Family Office’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
Q3 		$201K Hold
6,000
– – ﹤0.01% 1520
2023
Q2 		$257K Buy
+6,000
New +$197K ﹤0.01% 1035

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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pathstone Family Office's SYM Position: Q3 2023 in Review

Pathstone Family Office held its Symbotic (SYM) position steady in Q3 2023 at 6,000 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Pathstone Family Office first reported a position in SYM in Q2 2023 and has held it in 2 quarters since. The position peaked at $257K in Q2 2023. 152 funds tracked by Wall St. Rank hold SYM as of Q3 2023.

  • Pathstone Family Office held 6,000 shares of Symbotic worth $201K as of Q3 2023.
  • Pathstone Family Office left its Symbotic share count unchanged in Q3 2023.
  • Symbotic made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1520 holding.
  • Pathstone Family Office first reported a position in Symbotic in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's Symbotic position peaked at $257K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Symbotic as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.