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Symbotic shares owned by Crewe Advisors

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

Historical chart of Crewe Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.7k 150 51.33
2023-09-30 $5.0k 150 33.43

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Symbotic

Softbank Group Corp
Baillie Gifford & Co
Vanguard Group
Voloridge Investment Management
Susquehanna International
Millennium Management
Goldman Sachs Group
Raymond James & Associates
Mirae Asset Global Investments
Two Sigma Investments
Bank of America Corporation
Citadel Advisors
Exchange Traded Concepts
T. Rowe Price Associates
Zevenbergen Capital Investments

View all funds holding Symbotic