Blue Trust Inc’s Smartbird Inc BIRD Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-6	Closed	–	–	2312
2022 Q4	$0	Buy	+6	New	+$352	﹤0.01%	2235

Other funds holding BIRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Blue Trust Inc's BIRD Position: Q1 2023 in Review

Blue Trust Inc sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 6 shares.

Blue Trust Inc first reported a position in BIRD in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

Blue Trust Inc reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
Blue Trust Inc sold 6 Smartbird Inc shares in Q1 2023.
Blue Trust Inc first reported a position in Smartbird Inc in Q4 2022 and held it in 1 quarter.
Blue Trust Inc's Smartbird Inc position peaked at $0 in Q4 2022.
125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.