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Symbotic shares owned by Bogart Wealth

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 500 45.00

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Symbotic

Softbank Group Corp
Baillie Gifford & Co
Vanguard Group
Voloridge Investment Management
FMR
Susquehanna International
Millennium Management
BlackRock
Goldman Sachs Group
Raymond James & Associates
Mirae Asset Global Investments
First Trust Advisors
Two Sigma Investments
Bank of America Corporation
Citadel Advisors

View all funds holding Symbotic