A detailed history of Captrust Financial Advisors transactions in Symbotic Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 52,586 shares of SYM stock, worth $1.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
52,586
Previous 48,967 7.39%
Holding current value
$1.79 Million
Previous $2.2 Million 16.11%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$31.77 - $48.36 $114,975 - $175,014
3,619 Added 7.39%
52,586 $1.85 Million
Q1 2024

May 15, 2024

BUY
$37.91 - $50.45 $541,582 - $720,728
14,286 Added 41.19%
48,967 $2.2 Million
Q4 2023

Feb 14, 2024

BUY
$31.19 - $58.19 $383,356 - $715,213
12,291 Added 54.9%
34,681 $1.78 Million
Q3 2023

Nov 14, 2023

BUY
$30.27 - $63.54 $453,565 - $952,083
14,984 Added 202.32%
22,390 $748,000
Q2 2023

Aug 14, 2023

BUY
$23.18 - $51.22 $171,671 - $379,335
7,406 New
7,406 $317,000
Q2 2022

Aug 16, 2022

BUY
$9.1 - $20.07 $18,200 - $40,140
2,000 New
2,000 $22,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.88B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.