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Williamson Legacy Group’s Symbotic SYM Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-9,194
Closed -$414K – 107
2024
Q1 		$414K Buy
9,194
+3,179
+53% +$139K 0.32% 73
2023
Q4 		$309K Buy
+6,015
New +$264K 0.29% 77

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Williamson Legacy Group's SYM Position: Q2 2024 in Review

Williamson Legacy Group sold out of Symbotic (SYM) in Q2 2024, closing a stake of 9,194 shares — an estimated $414K sold.

Williamson Legacy Group first reported a position in SYM in Q4 2023 and held it in 2 quarters. The position peaked at $414K in Q1 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q2 2024.

  • Williamson Legacy Group reported no remaining Symbotic position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 9,194 Symbotic shares in Q2 2024, an estimated $414K.
  • Williamson Legacy Group first reported a position in Symbotic in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's Symbotic position peaked at $414K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.