Raymond James Financial Services Advisors’s Symbotic SYM Stock Holding History

Raymond James Financial Services 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	$4.13M	Buy	169,189 +70,522	+71%	+$1.91M	0.01%	1329
2024 Q2	$3.47M	Buy	98,667 +1,158	+1%	+$46.8K	﹤0.01%	1355
2024 Q1	$4.39M	Buy	97,509 +63,845	+190%	+$2.8M	0.01%	1207
2023 Q4	$1.73M	Sell	33,664 -41,863	-55%	-$1.84M	﹤0.01%	1653
2023 Q3	$2.52M	Buy	75,527 +48,214	+177%	+$1.98M	﹤0.01%	1381
2023 Q2	$1.17M	Buy	+27,313	New	+$897K	﹤0.01%	1829

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Raymond James Financial Services Advisors's SYM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Symbotic (SYM) stake by 71% in Q3 2024, buying an estimated $1.91M and bringing the position to 169,189 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #1329.

Raymond James Financial Services Advisors first reported a position in SYM in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.39M in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

Raymond James Financial Services Advisors held 169,189 shares of Symbotic worth $4.13M as of Q3 2024.
Raymond James Financial Services Advisors bought 70,522 Symbotic shares in Q3 2024, an estimated $1.91M.
Symbotic made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1329 holding.
Raymond James Financial Services Advisors first reported a position in Symbotic in Q2 2023 and has held it in 6 quarters since.
Raymond James Financial Services Advisors's Symbotic position peaked at $4.39M in Q1 2024.
214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.