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Avalon Investment & Advisory’s Smartbird Inc BIRD Stock Holding History

Avalon Investment & Advisory’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 		– Sell
-525
Closed -$41K – 291
2022
Q2 		$41K Hold
525
– – ﹤0.01% 309
2022
Q1 		$63K Buy
+525
New +$103K ﹤0.01% 320

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

Avalon Investment & Advisory's BIRD Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Smartbird Inc (BIRD) in Q3 2022, closing a stake of 525 shares — an estimated $41K sold.

Avalon Investment & Advisory first reported a position in BIRD in Q1 2022 and held it in 2 quarters. The position peaked at $63K in Q1 2022. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • Avalon Investment & Advisory reported no remaining Smartbird Inc position as of Q3 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 525 Smartbird Inc shares in Q3 2022, an estimated $41K.
  • Avalon Investment & Advisory first reported a position in Smartbird Inc in Q1 2022 and held it in 2 quarters.
  • Avalon Investment & Advisory's Smartbird Inc position peaked at $63K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.