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Advisors Preferred’s Smartbird Inc BIRD Stock Holding History

Advisors Preferred’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-428
Closed -$11K – 199
2023
Q2 		$11K Sell
428
-45
-10% -$1.12K ﹤0.01% 157
2023
Q1 		$11.1K Sell
473
-243
-34% -$11.2K ﹤0.01% 171
2022
Q4 		$32.1K Buy
716
+497
+227% +$29.1K 0.01% 138
2022
Q3 		$14K Buy
+219
New +$19.4K 0.01% 131

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisors Preferred's BIRD Position: Q3 2023 in Review

Advisors Preferred sold out of Smartbird Inc (BIRD) in Q3 2023, closing a stake of 428 shares — an estimated $11K sold.

Advisors Preferred first reported a position in BIRD in Q3 2022 and held it in 4 quarters. The position peaked at $32.1K in Q4 2022. 124 funds tracked by Wall St. Rank hold BIRD as of Q3 2023.

  • Advisors Preferred reported no remaining Smartbird Inc position as of Q3 2023 after selling out during the quarter.
  • Advisors Preferred sold 428 Smartbird Inc shares in Q3 2023, an estimated $11K.
  • Advisors Preferred first reported a position in Smartbird Inc in Q3 2022 and held it in 4 quarters.
  • Advisors Preferred's Smartbird Inc position peaked at $32.1K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2023.

Based on Advisors Preferred's 13F filing for Q3 2023, filed 7 Nov 2023.