SMA
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Sage Mountain Advisors’s Symbotic SYM Stock Holding History

Sage Mountain 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
2022
Q2 		– Sell
-63,430
Closed -$629K – 641
2022
Q1 		$629K Sell
63,430
-1,050
-2% -$10.4K 0.1% 217
2021
Q4 		$645K Hold
64,480
– – 0.08% 249
2021
Q3 		$633K Hold
64,480
– – 0.09% 213
2021
Q2 		$641K Buy
64,480
+54,480
+545% +$549K 0.11% 197
2021
Q1 		$101K Buy
+10,000
New +$102K 0.02% 376

Other funds holding SYM

SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sage Mountain Advisors's SYM Position: Q2 2022 in Review

Sage Mountain Advisors sold out of Symbotic (SYM) in Q2 2022, closing a stake of 63,430 shares — an estimated $629K sold.

Sage Mountain Advisors first reported a position in SYM in Q1 2021 and held it in 5 quarters. The position peaked at $645K in Q4 2021. 17 funds tracked by Wall St. Rank hold SYM as of Q2 2022.

  • Sage Mountain Advisors reported no remaining Symbotic position as of Q2 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 63,430 Symbotic shares in Q2 2022, an estimated $629K.
  • Sage Mountain Advisors first reported a position in Symbotic in Q1 2021 and held it in 5 quarters.
  • Sage Mountain Advisors's Symbotic position peaked at $645K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Symbotic as of Q2 2022.

Based on Sage Mountain Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.