AWM
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Avior Wealth Management’s Smartbird Inc BIRD Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-20
Closed -$139 – 910
2024
Q4 		$139 Hold
20
– – ﹤0.01% 2396
2024
Q3 		$236 Hold
20
– – ﹤0.01% 2214
2024
Q2 		$200 Sell
20
-1
-5% -$12 ﹤0.01% 2182
2024
Q1 		$287 Buy
21
+1
+5% +$19 ﹤0.01% 2739
2023
Q4 		$490 Hold
20
– – ﹤0.01% 1427
2023
Q3 		$444 Hold
20
– – ﹤0.01% 1503
2023
Q2 		$504 Hold
20
– – ﹤0.01% 1462
2023
Q1 		$480 Hold
20
– – ﹤0.01% 1522
2022
Q4 		$968 Buy
+20
New +$1.17K ﹤0.01% 1126

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
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's BIRD Position: Q1 2025 in Review

Avior Wealth Management sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 20 shares — an estimated $139 sold.

Avior Wealth Management first reported a position in BIRD in Q4 2022 and held it in 9 quarters. The position peaked at $968 in Q4 2022. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

  • Avior Wealth Management reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 Smartbird Inc shares in Q1 2025, an estimated $139.
  • Avior Wealth Management first reported a position in Smartbird Inc in Q4 2022 and held it in 9 quarters.
  • Avior Wealth Management's Smartbird Inc position peaked at $968 in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.