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Atlantic Private Wealth’s Smartbird Inc BIRD Stock Holding History

Atlantic Private Wealth’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
2024
Q3 		– Sell
-3
Closed -$25 – 189
2024
Q2 		$25 Hold
3
– – ﹤0.01% 108
2024
Q1 		$35 Hold
3
– – ﹤0.01% 114
2023
Q4 		$61 Sell
3
-44
-94% -$868 ﹤0.01% 105
2023
Q3 		$1.04K Hold
47
– – ﹤0.01% 103
2023
Q2 		$1.18K Hold
47
– – ﹤0.01% 96
2023
Q1 		$1.13K Buy
+47
New +$2.17K ﹤0.01% 87

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Atlantic Private Wealth's BIRD Position: Q3 2024 in Review

Atlantic Private Wealth sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 3 shares — an estimated $25 sold.

Atlantic Private Wealth first reported a position in BIRD in Q1 2023 and held it in 6 quarters. The position peaked at $1.18K in Q2 2023. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Atlantic Private Wealth reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Atlantic Private Wealth sold 3 Smartbird Inc shares in Q3 2024, an estimated $25.
  • Atlantic Private Wealth first reported a position in Smartbird Inc in Q1 2023 and held it in 6 quarters.
  • Atlantic Private Wealth's Smartbird Inc position peaked at $1.18K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Atlantic Private Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.