Burleson & Co’s Smartbird Inc BIRD Stock Holding History

Burleson & Co’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
2022 Q4	$73	Hold	2	–	–	﹤0.01%	410
2022 Q3	$0	Hold	2	–	–	﹤0.01%	404
2022 Q2	$0	Hold	2	–	–	﹤0.01%	434
2022 Q1	$0	Buy	2 +1	+100%	+$197	﹤0.01%	413
2021 Q4	$0	Buy	+1	New	+$374	﹤0.01%	368

Other funds holding BIRD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Burleson & Co's BIRD Position: Q4 2022 in Review

Burleson & Co held its Smartbird Inc (BIRD) position steady in Q4 2022 at 2 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Burleson & Co first reported a position in BIRD in Q4 2021 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

Burleson & Co held 2 shares of Smartbird Inc worth $73 as of Q4 2022.
Burleson & Co left its Smartbird Inc share count unchanged in Q4 2022.
Smartbird Inc made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #410 holding.
Burleson & Co first reported a position in Smartbird Inc in Q4 2021 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.