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Tucker Asset Management’s Symbotic SYM Stock Holding History

Tucker Asset 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
2023
Q3 		– Sell
-220
Closed -$9.42K – 1542
2023
Q2 		$9.42K Buy
+220
New +$7.23K ﹤0.01% 544

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Vanguard Group
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Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tucker Asset Management's SYM Position: Q3 2023 in Review

Tucker Asset Management sold out of Symbotic (SYM) in Q3 2023, closing a stake of 220 shares — an estimated $9.42K sold.

Tucker Asset Management first reported a position in SYM in Q2 2023 and held it in 1 quarter. The position peaked at $9.42K in Q2 2023. 152 funds tracked by Wall St. Rank hold SYM as of Q3 2023.

  • Tucker Asset Management reported no remaining Symbotic position as of Q3 2023 after selling out during the quarter.
  • Tucker Asset Management sold 220 Symbotic shares in Q3 2023, an estimated $9.42K.
  • Tucker Asset Management first reported a position in Symbotic in Q2 2023 and held it in 1 quarter.
  • Tucker Asset Management's Symbotic position peaked at $9.42K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Symbotic as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.