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Patriot Financial Group Insurance Agency’s Symbotic SYM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-181
Closed -$2K – 1784
2022
Q2 		$2K Buy
+181
New +$1.98K ﹤0.01% 1817

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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NWA
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NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tanaka Capital Management New York $59.9M AUM

Patriot Financial Group Insurance Agency's SYM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Symbotic (SYM) in Q3 2022, closing a stake of 181 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SYM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 38 funds tracked by Wall St. Rank hold SYM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Symbotic position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 181 Symbotic shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Symbotic in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Symbotic position peaked at $2K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held Symbotic as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.