Arax Advisory Partners’s Smartbird Inc BIRD Stock Holding History

Arax Advisory 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	-128	Closed	-$8K	–	1277
2022 Q3	$8K	Hold	128	–	–	﹤0.01%	685
2022 Q2	$10K	Hold	128	–	–	﹤0.01%	654
2022 Q1	$15K	Buy	128 +119	+1,322%	+$23.4K	﹤0.01%	603
2021 Q4	$3K	Buy	+9	New	+$3.37K	﹤0.01%	829

Other funds holding BIRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arax Advisory Partners's BIRD Position: Q4 2022 in Review

Arax Advisory Partners sold out of Smartbird Inc (BIRD) in Q4 2022, closing a stake of 128 shares — an estimated $8K sold.

Arax Advisory Partners first reported a position in BIRD in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

Arax Advisory Partners reported no remaining Smartbird Inc position as of Q4 2022 after selling out during the quarter.
Arax Advisory Partners sold 128 Smartbird Inc shares in Q4 2022, an estimated $8K.
Arax Advisory Partners first reported a position in Smartbird Inc in Q4 2021 and held it in 4 quarters.
Arax Advisory Partners's Smartbird Inc position peaked at $15K in Q1 2022.
152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Arax Advisory Partners's 13F filing for Q4 2022, filed 24 Feb 2023.