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Allworth Financial’s Smartbird Inc BIRD Stock Holding History

Allworth Financial’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
2025
Q2 		– Sell
-27
Closed -$143 – 4596
2025
Q1 		$143 Sell
27
-9,341
-100% -$60.3K ﹤0.01% 3918
2024
Q4 		$61.1K Hold
9,368
– – ﹤0.01% 1480
2024
Q3 		$111K Hold
9,368
– – ﹤0.01% 1042
2024
Q2 		$122K Buy
9,368
+27
+0.3% +$330 ﹤0.01% 996
2024
Q1 		$130K Hold
9,341
– – ﹤0.01% 931
2023
Q4 		$229K Hold
9,341
– – ﹤0.01% 699
2023
Q3 		$207K Hold
9,341
– – ﹤0.01% 674
2023
Q2 		$235K Hold
9,341
– – ﹤0.01% 660
2023
Q1 		$224K Hold
9,341
– – ﹤0.01% 627
2022
Q4 		$452K Hold
9,341
– – 0.01% 480
2022
Q3 		$568K Hold
9,341
– – 0.01% 403
2022
Q2 		$734K Hold
9,341
– – 0.01% 348
2022
Q1 		$1.12M Buy
+9,341
New +$1.84M 0.01% 285

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's BIRD Position: Q2 2025 in Review

Allworth Financial sold out of Smartbird Inc (BIRD) in Q2 2025, closing a stake of 27 shares — an estimated $143 sold.

Allworth Financial first reported a position in BIRD in Q1 2022 and held it in 13 quarters. The position peaked at $1.12M in Q1 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2025.

  • Allworth Financial reported no remaining Smartbird Inc position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 27 Smartbird Inc shares in Q2 2025, an estimated $143.
  • Allworth Financial first reported a position in Smartbird Inc in Q1 2022 and held it in 13 quarters.
  • Allworth Financial's Smartbird Inc position peaked at $1.12M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.