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Avantax Advisory Services’s Smartbird Inc BIRD Stock Holding History

Avantax Advisory Services’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
-1,636
Closed -$16.4K – 2130
2024
Q2 		$16.4K Hold
1,636
– – ﹤0.01% 2060
2024
Q1 		$22.7K Buy
+1,636
New +$30.5K ﹤0.01% 1631

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

Avantax Advisory Services's BIRD Position: Q3 2024 in Review

Avantax Advisory Services sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 1,636 shares — an estimated $16.4K sold.

Avantax Advisory Services first reported a position in BIRD in Q1 2024 and held it in 2 quarters. The position peaked at $22.7K in Q1 2024. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Avantax Advisory Services reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,636 Smartbird Inc shares in Q3 2024, an estimated $16.4K.
  • Avantax Advisory Services first reported a position in Smartbird Inc in Q1 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Smartbird Inc position peaked at $22.7K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.