RFG
SYM icon

RFP Financial Group’s Symbotic SYM Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-1,692
Closed -$59.5K – 712
2024
Q2 		$59.5K Buy
1,692
+310
+22% +$12.5K 0.02% 210
2024
Q1 		$62.2K Buy
1,382
+242
+21% +$10.6K 0.02% 184
2023
Q4 		$58.5K Buy
1,140
+186
+19% +$8.15K 0.02% 184
2023
Q3 		$31.9K Hold
954
– – 0.01% 233
2023
Q2 		$40.8K Buy
954
+301
+46% +$9.89K 0.02% 230
2023
Q1 		$14.9K Buy
+653
New +$10.9K 0.02% 229

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $4.37B AUM 52.9% 1-Year Est. Return

RFP Financial Group's SYM Position: Q3 2024 in Review

RFP Financial Group sold out of Symbotic (SYM) in Q3 2024, closing a stake of 1,692 shares — an estimated $59.5K sold.

RFP Financial Group first reported a position in SYM in Q1 2023 and held it in 6 quarters. The position peaked at $62.2K in Q1 2024. 214 funds tracked by Wall St. Rank hold SYM as of Q3 2024.

  • RFP Financial Group reported no remaining Symbotic position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,692 Symbotic shares in Q3 2024, an estimated $59.5K.
  • RFP Financial Group first reported a position in Symbotic in Q1 2023 and held it in 6 quarters.
  • RFP Financial Group's Symbotic position peaked at $62.2K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Symbotic as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.