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C2C Wealth Management’s Smartbird Inc BIRD Stock Holding History

C2C 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
2023
Q3 		– Sell
-851
Closed -$22.3K – 234
2023
Q2 		$22.3K Hold
851
– – ﹤0.01% 244
2023
Q1 		$20.9K Hold
851
– – ﹤0.01% 234
2022
Q4 		$40.5K Buy
+851
New +$49.9K 0.01% 170

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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 Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

C2C Wealth Management's BIRD Position: Q3 2023 in Review

C2C Wealth Management sold out of Smartbird Inc (BIRD) in Q3 2023, closing a stake of 851 shares — an estimated $22.3K sold.

C2C Wealth Management first reported a position in BIRD in Q4 2022 and held it in 3 quarters. The position peaked at $40.5K in Q4 2022. 124 funds tracked by Wall St. Rank hold BIRD as of Q3 2023.

  • C2C Wealth Management reported no remaining Smartbird Inc position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 851 Smartbird Inc shares in Q3 2023, an estimated $22.3K.
  • C2C Wealth Management first reported a position in Smartbird Inc in Q4 2022 and held it in 3 quarters.
  • C2C Wealth Management's Smartbird Inc position peaked at $40.5K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2023.

Based on C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.