CWC
BIRD icon

Carolinas Wealth Consulting’s Smartbird Inc BIRD Stock Holding History

Carolinas Wealth Consulting’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
-63
Closed -$406 – 95
2025
Q1 		$406 Hold
63
– – ﹤0.01% 976
2024
Q4 		$440 Hold
63
– – ﹤0.01% 1019
2024
Q3 		$744 Hold
63
– – ﹤0.01% 967
2024
Q2 		$634 Hold
63
– – ﹤0.01% 972
2024
Q1 		$879 Hold
63
– – ﹤0.01% 920
2023
Q4 		$1.55K Hold
63
– – ﹤0.01% 770
2023
Q3 		$1.1K Hold
63
– – ﹤0.01% 814
2023
Q2 		$1.6K Hold
63
– – ﹤0.01% 845
2023
Q1 		$1.52K Hold
63
– – ﹤0.01% 844
2022
Q4 		$3.07K Hold
63
– – ﹤0.01% 764
2022
Q3 		$4K Buy
+63
New +$5.57K ﹤0.01% 668

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

Carolinas Wealth Consulting's BIRD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Smartbird Inc (BIRD) in Q2 2025, closing a stake of 63 shares — an estimated $406 sold.

Carolinas Wealth Consulting first reported a position in BIRD in Q3 2022 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Smartbird Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 63 Smartbird Inc shares in Q2 2025, an estimated $406.
  • Carolinas Wealth Consulting first reported a position in Smartbird Inc in Q3 2022 and held it in 11 quarters.
  • Carolinas Wealth Consulting's Smartbird Inc position peaked at $4K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.