Wealth Enhancement Advisory Services
SYM icon

Wealth Enhancement Advisory Services’s Symbotic SYM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-1,000
Closed -$650 – 2910
2024
Q2 		$650 Buy
+1,000
New +$40.5K ﹤0.01% 2597
2024
Q1 		– Sell
-500
Closed -$1.13K – 2566
2023
Q4 		$1.13K Buy
+500
New +$21.9K ﹤0.01% 2322

Other funds holding SYM

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Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's SYM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Symbotic (SYM) stake by 7.8% in Q3 2026, selling an estimated $27.8K and leaving 7,824 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Wealth Enhancement Advisory Services first reported a position in SYM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2023. 29 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,824 shares of Symbotic worth $329K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 660 Symbotic shares in Q3 2026, an estimated $27.8K.
  • Symbotic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3258 holding.
  • Wealth Enhancement Advisory Services first reported a position in Symbotic in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Symbotic position peaked at $1.01M in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.