Cerity Partners
BIRD icon

Cerity Partners’s Smartbird Inc BIRD Stock Holding History

Cerity 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
Q3 		– Sell
-589
Closed -$5.89K – 2540
2024
Q2 		$5.89K Sell
589
-7
-1% -$85 ﹤0.01% 2215
2024
Q1 		$8.28K Buy
596
+7
+1% +$131 ﹤0.01% 2277
2023
Q4 		$14.4K Buy
589
+8
+1% +$158 ﹤0.01% 1839
2023
Q3 		$12.9K Sell
581
-29
-5% -$781 ﹤0.01% 1378
2023
Q2 		$15.4K Buy
+610
New +$15.2K ﹤0.01% 1606

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
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Cerity Partners's BIRD Position: Q3 2024 in Review

Cerity Partners sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 589 shares — an estimated $5.89K sold.

Cerity Partners first reported a position in BIRD in Q2 2023 and held it in 5 quarters. The position peaked at $15.4K in Q2 2023. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Cerity Partners reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 589 Smartbird Inc shares in Q3 2024, an estimated $5.89K.
  • Cerity Partners first reported a position in Smartbird Inc in Q2 2023 and held it in 5 quarters.
  • Cerity Partners's Smartbird Inc position peaked at $15.4K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.