Envestnet Asset Management »

Symbotic shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Symbotic by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $476k 20k 24.39
2024-06-30 $1.1M 32k 35.16
2024-03-31 $701k 16k 45.00

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Symbotic

Softbank Group Corp
Baillie Gifford & Co
Vanguard Group
Susquehanna International
Mirae Asset Global Etfs Holdings
Frontier Capital Management
Citadel Advisors
Thematics Asset Management
Twin Tree Management
BlackRock
J. Goldman & Co
Exchange Traded Concepts
Bank of America Corporation
Zevenbergen Capital Investments
BlackRock

View all funds holding Symbotic