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Bartlett & Co Wealth Management’s Smartbird Inc BIRD Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-125
Closed -$805 – 1255
2025
Q1 		$805 Buy
+125
New +$807 ﹤0.01% 1128

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
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
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
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 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

Bartlett & Co Wealth Management's BIRD Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Smartbird Inc (BIRD) in Q2 2025, closing a stake of 125 shares — an estimated $805 sold.

Bartlett & Co Wealth Management first reported a position in BIRD in Q1 2025 and held it in 1 quarter. The position peaked at $805 in Q1 2025. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Smartbird Inc position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 125 Smartbird Inc shares in Q2 2025, an estimated $805.
  • Bartlett & Co Wealth Management first reported a position in Smartbird Inc in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Smartbird Inc position peaked at $805 in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.