Charles Schwab
BRDS

Charles Schwab’s Bird Global, Inc. BRDS Stock Holding History

Charles Schwab’s Portfolio BRDS Stock Details BRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,295
Closed -$135K – 3710
2023
Q1 		$135K Hold
19,295
– – ﹤0.01% 3214
2022
Q4 		$86.9K Hold
19,295
– – ﹤0.01% 3280
2022
Q3 		$171K Sell
19,295
-18,375
-49% -$217K ﹤0.01% 3182
2022
Q2 		$411K Buy
37,670
+8,217
+28% +$250K ﹤0.01% 3133
2022
Q1 		$1.8M Buy
29,453
+1,279
+5% +$114K ﹤0.01% 2681
2021
Q4 		$4.35M Buy
+28,174
New +$5.08M ﹤0.01% 2417

Other funds holding BRDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
UVM
Upfront Ventures Management Santa Monica, California $12.3K AUM
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab's BRDS Position: Q2 2023 in Review

Charles Schwab sold out of Bird Global, Inc. (BRDS) in Q2 2023, closing a stake of 19,295 shares — an estimated $135K sold.

Charles Schwab first reported a position in BRDS in Q4 2021 and held it in 6 quarters. The position peaked at $4.35M in Q4 2021. 45 funds tracked by Wall St. Rank hold BRDS as of Q2 2023.

  • Charles Schwab reported no remaining Bird Global, Inc. position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 19,295 Bird Global, Inc. shares in Q2 2023, an estimated $135K.
  • Charles Schwab first reported a position in Bird Global, Inc. in Q4 2021 and held it in 6 quarters.
  • Charles Schwab's Bird Global, Inc. position peaked at $4.35M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.