QC
SYM icon

Quent Capital’s Symbotic SYM Stock Holding History

Quent Capital’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
2026
Q1 		$638K Hold
12,000
– – 0.05% 179
2025
Q4 		$714K Buy
+12,000
New +$792K 0.05% 173
2024
Q4 		– Sell
-14,300
Closed -$365K – 1425
2024
Q3 		$365K Hold
14,300
– – 0.04% 226
2024
Q2 		$503K Hold
14,300
– – 0.06% 169
2024
Q1 		$644K Hold
14,300
– – 0.08% 147
2023
Q4 		$734K Hold
14,300
– – 0.1% 125
2023
Q3 		$478K Hold
14,300
– – 0.07% 156
2023
Q2 		$612K Sell
14,300
-1,200
-8% -$39.4K 0.1% 129
2023
Q1 		$344K Buy
+15,500
New +$259K 0.06% 194

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WI
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SSI
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VPM
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return