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TFC Financial Management’s Symbotic SYM Stock Holding History

TFC Financial 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
2024
Q4 		– Sell
-314
Closed -$7.66K – 1030
2024
Q3 		$7.66K Sell
314
-837
-73% -$22.7K ﹤0.01% 386
2024
Q2 		$40.5K Hold
1,151
– – 0.01% 249
2024
Q1 		$51.8K Sell
1,151
-75
-6% -$3.29K 0.01% 230
2023
Q4 		$62.9K Buy
1,226
+604
+97% +$26.5K 0.01% 208
2023
Q3 		$20.8K Buy
622
+60
+11% +$2.47K 0.01% 290
2023
Q2 		$24.1K Buy
562
+180
+47% +$5.91K 0.01% 273
2023
Q1 		$8.72K Buy
+382
New +$6.39K ﹤0.01% 380

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
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 $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFC Financial Management's SYM Position: Q4 2024 in Review

TFC Financial Management sold out of Symbotic (SYM) in Q4 2024, closing a stake of 314 shares — an estimated $7.66K sold.

TFC Financial Management first reported a position in SYM in Q1 2023 and held it in 7 quarters. The position peaked at $62.9K in Q4 2023. 221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • TFC Financial Management reported no remaining Symbotic position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 314 Symbotic shares in Q4 2024, an estimated $7.66K.
  • TFC Financial Management first reported a position in Symbotic in Q1 2023 and held it in 7 quarters.
  • TFC Financial Management's Symbotic position peaked at $62.9K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.