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West Branch Capital’s Symbotic SYM Stock Holding History

West Branch Capital’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
-1,000
Closed -$42.8K – 452
2023
Q2 		$42.8K Hold
1,000
– – 0.02% 172
2023
Q1 		$22.8K Buy
+1,000
New +$16.7K 0.01% 219

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
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

West Branch Capital's SYM Position: Q3 2023 in Review

West Branch Capital sold out of Symbotic (SYM) in Q3 2023, closing a stake of 1,000 shares — an estimated $42.8K sold.

West Branch Capital first reported a position in SYM in Q1 2023 and held it in 2 quarters. The position peaked at $42.8K in Q2 2023. 152 funds tracked by Wall St. Rank hold SYM as of Q3 2023.

  • West Branch Capital reported no remaining Symbotic position as of Q3 2023 after selling out during the quarter.
  • West Branch Capital sold 1,000 Symbotic shares in Q3 2023, an estimated $42.8K.
  • West Branch Capital first reported a position in Symbotic in Q1 2023 and held it in 2 quarters.
  • West Branch Capital's Symbotic position peaked at $42.8K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Symbotic as of Q3 2023.

Based on West Branch Capital's 13F filing for Q3 2023, filed 20 Oct 2023.