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R Squared’s Symbotic SYM Stock Holding History

R Squared’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
2025
Q1 		– Sell
-120
Closed -$2.85K – 1373
2024
Q4 		$2.85K Buy
+120
New +$3.41K ﹤0.01% 1416

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

R Squared's SYM Position: Q1 2025 in Review

R Squared sold out of Symbotic (SYM) in Q1 2025, closing a stake of 120 shares — an estimated $2.85K sold.

R Squared first reported a position in SYM in Q4 2024 and held it in 1 quarter. The position peaked at $2.85K in Q4 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

  • R Squared reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 120 Symbotic shares in Q1 2025, an estimated $2.85K.
  • R Squared first reported a position in Symbotic in Q4 2024 and held it in 1 quarter.
  • R Squared's Symbotic position peaked at $2.85K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.