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American Portfolios Advisors’s Smartbird Inc BIRD Stock Holding History

American Portfolios Advisors’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
Q3 		$29.3K Buy
482
+267
+124% +$23.6K ﹤0.01% 2003
2022
Q2 		$16.9K Buy
215
+100
+87% +$10.1K ﹤0.01% 2313
2022
Q1 		$13.8K Buy
115
+50
+77% +$9.84K ﹤0.01% 2543
2021
Q4 		$19.6K Buy
+65
New +$24.3K ﹤0.01% 2343

Other funds holding BIRD

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's BIRD Position: Q3 2022 in Review

American Portfolios Advisors increased its Smartbird Inc (BIRD) stake by 124% in Q3 2022, buying an estimated $23.6K and bringing the position to 482 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

American Portfolios Advisors first reported a position in BIRD in Q4 2021 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • American Portfolios Advisors held 482 shares of Smartbird Inc worth $29.3K as of Q3 2022.
  • American Portfolios Advisors bought 267 Smartbird Inc shares in Q3 2022, an estimated $23.6K.
  • Smartbird Inc made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2003 holding.
  • American Portfolios Advisors first reported a position in Smartbird Inc in Q4 2021 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.