A detailed history of Captrust Financial Advisors transactions in Symbotic Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 10,919 shares of SYM stock, worth $396,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,919
Previous 52,586 79.24%
Holding current value
$396,796
Previous $1.85 Million 85.61%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$17.86 - $41.44 $744,172 - $1.73 Million
-41,667 Reduced 79.24%
10,919 $266,000
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 $2.01B
  • 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
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