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BDO Wealth Advisors’s Smartbird Inc BIRD Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-5
Closed -$108 – 991
2023
Q1 		$108 Buy
+5
New +$230 ﹤0.01% 1040
2022
Q4 		– Sell
-130
Closed -$8K – 1023
2022
Q3 		$8K Hold
130
– – ﹤0.01% 744
2022
Q2 		$10K Hold
130
– – ﹤0.01% 678
2022
Q1 		$16K Buy
130
+30
+30% +$5.9K ﹤0.01% 632
2021
Q4 		$30K Buy
+100
New +$37.4K ﹤0.01% 543

Other funds holding BIRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's BIRD Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Smartbird Inc (BIRD) in Q2 2023, closing a stake of 5 shares — an estimated $108 sold.

BDO Wealth Advisors first reported a position in BIRD in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 124 funds tracked by Wall St. Rank hold BIRD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Smartbird Inc position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 5 Smartbird Inc shares in Q2 2023, an estimated $108.
  • BDO Wealth Advisors first reported a position in Smartbird Inc in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Smartbird Inc position peaked at $30K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.