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Symbotic shares owned by IFS Advisors

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

Historical chart of IFS Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by IFS Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4k 100 24.39
2024-06-30 $3.5k 100 35.16
2024-03-31 $4.5k 100 45.00
2023-12-31 $5.1k 100 51.33

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Information Technology Etf Etf (VGT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Mid-cap Etf Etf (VO)
Ishares Russell 1000 Etf Etf (IWB)
Apple Stock (AAPL)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Russell 1000 Growth Etf Etf (IWF)
Automatic Data Processing Stock (ADP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for IFS Advisors

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