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Cedar Brook Financial Partners’s Smartbird Inc BIRD Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-532
Closed -$7.39K – 58
2024
Q1 		$7.39K Hold
532
– – ﹤0.01% 438
2023
Q4 		$10.9K Hold
532
– – ﹤0.01% 419
2023
Q3 		$11.8K Hold
532
– – ﹤0.01% 379
2023
Q2 		$13.4K Hold
532
– – ﹤0.01% 406
2023
Q1 		$12.8K Buy
+532
New +$24.5K ﹤0.01% 389

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cedar Brook Financial Partners's BIRD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Smartbird Inc (BIRD) in Q2 2024, closing a stake of 532 shares — an estimated $7.39K sold.

Cedar Brook Financial Partners first reported a position in BIRD in Q1 2023 and held it in 5 quarters. The position peaked at $13.4K in Q2 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Smartbird Inc position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 532 Smartbird Inc shares in Q2 2024, an estimated $7.39K.
  • Cedar Brook Financial Partners first reported a position in Smartbird Inc in Q1 2023 and held it in 5 quarters.
  • Cedar Brook Financial Partners's Smartbird Inc position peaked at $13.4K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.