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Retirement Group’s Symbotic SYM Stock Holding History

Retirement Group’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
Q4 		– Sell
-200
Closed -$6.69K – 851
2023
Q3 		$6.69K Hold
200
– – ﹤0.01% 454
2023
Q2 		$8.56K Buy
200
+100
+100% +$3.29K ﹤0.01% 433
2023
Q1 		$2K Buy
+100
New +$1.67K ﹤0.01% 607

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Retirement Group's SYM Position: Q4 2023 in Review

Retirement Group sold out of Symbotic (SYM) in Q4 2023, closing a stake of 200 shares — an estimated $6.69K sold.

Retirement Group first reported a position in SYM in Q1 2023 and held it in 3 quarters. The position peaked at $8.56K in Q2 2023. 198 funds tracked by Wall St. Rank hold SYM as of Q4 2023.

  • Retirement Group reported no remaining Symbotic position as of Q4 2023 after selling out during the quarter.
  • Retirement Group sold 200 Symbotic shares in Q4 2023, an estimated $6.69K.
  • Retirement Group first reported a position in Symbotic in Q1 2023 and held it in 3 quarters.
  • Retirement Group's Symbotic position peaked at $8.56K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Symbotic as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.