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Schechter Investment Advisors’s Symbotic SYM Stock Holding History

Schechter Investment 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
-12,490
Closed -$124K – 1004
2022
Q1 		$124K Sell
12,490
-1,500
-11% -$14.8K 0.01% 882
2021
Q4 		$140K Buy
+13,990
New +$139K 0.01% 827

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

Schechter Investment Advisors's SYM Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Symbotic (SYM) in Q2 2022, closing a stake of 12,490 shares — an estimated $124K sold.

Schechter Investment Advisors first reported a position in SYM in Q4 2021 and held it in 2 quarters. The position peaked at $140K in Q4 2021. 17 funds tracked by Wall St. Rank hold SYM as of Q2 2022.

  • Schechter Investment Advisors reported no remaining Symbotic position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 12,490 Symbotic shares in Q2 2022, an estimated $124K.
  • Schechter Investment Advisors first reported a position in Symbotic in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's Symbotic position peaked at $140K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Symbotic as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.