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Catalyst Funds Management’s Smartbird Inc BIRD Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-1,240
Closed -$14.6K – 430
2024
Q3 		$14.6K Hold
1,240
– – ﹤0.01% 1129
2024
Q2 		$12.4K Buy
+1,240
New +$15.1K ﹤0.01% 851

Other funds holding BIRD

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Catalyst Funds Management's BIRD Position: Q4 2024 in Review

Catalyst Funds Management sold out of Smartbird Inc (BIRD) in Q4 2024, closing a stake of 1,240 shares — an estimated $14.6K sold.

Catalyst Funds Management first reported a position in BIRD in Q2 2024 and held it in 2 quarters. The position peaked at $14.6K in Q3 2024. 53 funds tracked by Wall St. Rank hold BIRD as of Q4 2024.

  • Catalyst Funds Management reported no remaining Smartbird Inc position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,240 Smartbird Inc shares in Q4 2024, an estimated $14.6K.
  • Catalyst Funds Management first reported a position in Smartbird Inc in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Smartbird Inc position peaked at $14.6K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.