A detailed history of First Trust Advisors LP transactions in Symbotic Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 611,777 shares of SYM stock, worth $17.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
611,777
Previous 327,913 86.57%
Holding current value
$17.7 Million
Previous $11.5 Million 29.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$17.86 - $41.44 $5.07 Million - $11.8 Million
283,864 Added 86.57%
611,777 $14.9 Million
Q2 2024

Aug 13, 2024

SELL
$31.77 - $48.36 $7.37 Million - $11.2 Million
-232,124 Reduced 41.45%
327,913 $11.5 Million
Q1 2024

May 13, 2024

BUY
$37.91 - $50.45 $1.89 Million - $2.51 Million
49,800 Added 9.76%
560,037 $25.2 Million
Q4 2023

Feb 13, 2024

BUY
$31.19 - $58.19 $4.86 Million - $9.07 Million
155,828 Added 43.97%
510,237 $26.2 Million
Q3 2023

Nov 13, 2023

SELL
$30.27 - $63.54 $9.04 Million - $19 Million
-298,586 Reduced 45.73%
354,409 $11.8 Million
Q2 2023

Aug 14, 2023

BUY
$23.18 - $51.22 $8.5 Million - $18.8 Million
366,761 Added 128.13%
652,995 $28 Million
Q1 2023

May 15, 2023

BUY
$12.04 - $22.97 $3.45 Million - $6.57 Million
286,234 New
286,234 $6.54 Million

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.6B
  • 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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