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Clearstead Advisors’s Smartbird Inc BIRD Stock Holding History

Clearstead Advisors’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
2022
Q4 		– Sell
-50
Closed -$3K – 1319
2022
Q3 		$3K Hold
50
– – ﹤0.01% 1018
2022
Q2 		$4K Hold
50
– – ﹤0.01% 1021
2022
Q1 		$6K Hold
50
– – ﹤0.01% 1052
2021
Q4 		$15K Buy
+50
New +$18.7K ﹤0.01% 870

Other funds holding BIRD

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Clearstead Advisors's BIRD Position: Q4 2022 in Review

Clearstead Advisors sold out of Smartbird Inc (BIRD) in Q4 2022, closing a stake of 50 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in BIRD in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

  • Clearstead Advisors reported no remaining Smartbird Inc position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 50 Smartbird Inc shares in Q4 2022, an estimated $3K.
  • Clearstead Advisors first reported a position in Smartbird Inc in Q4 2021 and held it in 4 quarters.
  • Clearstead Advisors's Smartbird Inc position peaked at $15K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.