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Symbotic shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 11k 24.39
2024-06-30 $1.8M 53k 35.16
2024-03-31 $2.2M 49k 45.00
2023-12-31 $1.8M 35k 51.33
2023-09-30 $749k 22k 33.43
2023-06-30 $317k 7.4k 42.81
2022-06-30 $22k 2.0k 11.00

More positions owned by Captrust Financial Advisors

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Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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