Atwood & Palmer’s Smartbird Inc BIRD Stock Holding History

Atwood & Palmer’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
2023 Q4	–	Sell	-50	Closed	-$1.11K	–	405
2023 Q3	$1.11K	Buy	+50	New	+$1.35K	﹤0.01%	378

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Atwood & Palmer's BIRD Position: Q4 2023 in Review

Atwood & Palmer sold out of Smartbird Inc (BIRD) in Q4 2023, closing a stake of 50 shares — an estimated $1.11K sold.

Atwood & Palmer first reported a position in BIRD in Q3 2023 and held it in 1 quarter. The position peaked at $1.11K in Q3 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

Atwood & Palmer reported no remaining Smartbird Inc position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 50 Smartbird Inc shares in Q4 2023, an estimated $1.11K.
Atwood & Palmer first reported a position in Smartbird Inc in Q3 2023 and held it in 1 quarter.
Atwood & Palmer's Smartbird Inc position peaked at $1.11K in Q3 2023.
109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.