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WR Wealth Planners’s Symbotic SYM Stock Holding History

WR Wealth Planners’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
Q4 		$593 Buy
+25
New +$710 ﹤0.01% 970

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's SYM Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Symbotic (SYM) in Q4 2024: 25 shares worth $593. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

221 funds tracked by Wall St. Rank hold SYM as of Q4 2024.

  • WR Wealth Planners held 25 shares of Symbotic worth $593 as of Q4 2024.
  • Symbotic was a new WR Wealth Planners position in Q4 2024.
  • Symbotic made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #970 holding.
  • 221 funds tracked by Wall St. Rank held Symbotic as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.