A detailed history of Envestnet Asset Management Inc transactions in Symbotic Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 19,500 shares of SYM stock, worth $467,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,500
Previous 31,932 38.93%
Holding current value
$467,804
Previous $1.12 Million 57.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

SELL
$17.86 - $41.44 $222,035 - $515,182
-12,432 Reduced 38.93%
19,500 $475,000
Q2 2024

Aug 08, 2024

BUY
$31.77 - $48.36 $519,884 - $791,363
16,364 Added 105.11%
31,932 $1.12 Million
Q1 2024

May 13, 2024

BUY
$37.91 - $50.45 $276,856 - $368,436
7,303 Added 88.36%
15,568 $700,000
Q4 2023

Feb 13, 2024

BUY
$31.19 - $58.19 $257,785 - $480,940
8,265 New
8,265 $424,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.33B
  • 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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