Wellington Management Group’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,959,641
| Closed | -$19.4M | – | 2188 |
|
|
2022
Q1 | $19.4M | Sell |
1,959,641
-445,631
| -19% | -$4.42M | ﹤0.01% | 1026 |
|
|
2021
Q4 | $24.1M | Buy |
+2,405,272
| New | +$24.1M | ﹤0.01% | 1034 |
|
|
2021
Q2 | – | Sell |
-99,300
| Closed | -$1M | – | 2246 |
|
|
2021
Q1 | $1M | Buy |
+99,300
| New | +$1M | ﹤0.01% | 1719 |
|