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Almanack Investment Partners’s Smartbird Inc BIRD Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-14
Closed -$1K – 287
2022
Q3 		$1K Buy
+14
New +$1.24K ﹤0.01% 773

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Bank of New York Mellon
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Almanack Investment Partners's BIRD Position: Q4 2022 in Review

Almanack Investment Partners sold out of Smartbird Inc (BIRD) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in BIRD in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

  • Almanack Investment Partners reported no remaining Smartbird Inc position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 14 Smartbird Inc shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in Smartbird Inc in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Smartbird Inc position peaked at $1K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.