Stephens Inc’s Symbotic SYM Stock Holding History

Stephens Inc’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 Q2	–	Sell	-7,300	Closed	-$329K	–	1349
2024 Q1	$329K	Buy	+7,300	New	+$320K	0.01%	983
2023 Q3	–	Sell	-38,841	Closed	-$1.66M	–	1278
2023 Q2	$1.66M	Buy	+38,841	New	+$1.28M	0.03%	425

Other funds holding SYM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Stephens Inc's SYM Position: Q2 2024 in Review

Stephens Inc sold out of Symbotic (SYM) in Q2 2024, closing a stake of 7,300 shares — an estimated $329K sold.

Stephens Inc first reported a position in SYM in Q2 2023 and held it in 2 quarters. The position peaked at $1.66M in Q2 2023. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

Stephens Inc reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
Stephens Inc sold 7,300 Symbotic shares in Q2 2024, an estimated $329K.
Stephens Inc first reported a position in Symbotic in Q2 2023 and held it in 2 quarters.
Stephens Inc's Symbotic position peaked at $1.66M in Q2 2023.
239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.