SPM
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Symmetry Peak Management’s Symbotic SYM Stock Holding History

Symmetry Peak Management’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
2025
Q4 		– Sell
-3,900
Closed -$210K – 140
2025
Q3 		$210K Buy
+3,900
New +$197K 0.05% 106
2024
Q1 		– Sell
-17,500
Closed -$898K – 175
2023
Q4 		$898K Buy
+17,500
New +$767K 0.21% 66
2022
Q4 		– Sell
-22,500
Closed -$259K – 155
2022
Q3 		$259K Buy
+22,500
New +$331K 0.31% 41

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Symmetry Peak Management's SYM Position: Q1 2024 in Review

Symmetry Peak Management sold out of Symbotic (SYM) in Q1 2024, closing a stake of 500 shares — an estimated $25.7K sold.

Symmetry Peak Management first reported a position in SYM in Q4 2023 and held it in 1 quarter. The position peaked at $25.7K in Q4 2023. 237 funds tracked by Wall St. Rank hold SYM as of Q1 2024.

  • Symmetry Peak Management reported no remaining Symbotic position as of Q1 2024 after selling out during the quarter.
  • Symmetry Peak Management sold 500 Symbotic shares in Q1 2024, an estimated $25.7K.
  • Symmetry Peak Management first reported a position in Symbotic in Q4 2023 and held it in 1 quarter.
  • Symmetry Peak Management's Symbotic position peaked at $25.7K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Symbotic as of Q1 2024.

Based on Symmetry Peak Management's 13F filing for Q1 2024, filed 15 May 2024.