Commonwealth Equity Services
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Commonwealth Equity Services’s Smartbird Inc BIRD Stock Holding History

Commonwealth Equity Services’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
-2,029
Closed -$20K – 4072
2024
Q2 		$20K Buy
2,029
+123
+6% +$1.5K ﹤0.01% 3970
2024
Q1 		$26K Buy
1,906
+437
+30% +$8.15K ﹤0.01% 3945
2023
Q4 		$36K Buy
1,469
+101
+7% +$1.99K ﹤0.01% 3786
2023
Q3 		$30K Buy
1,368
+121
+10% +$3.26K ﹤0.01% 3702
2023
Q2 		$31K Sell
1,247
-54
-4% -$1.35K ﹤0.01% 3716
2023
Q1 		$31 Buy
1,301
+589
+83% +$27.1K ﹤0.01% 3626
2022
Q4 		$34K Sell
712
-212
-23% -$12.4K ﹤0.01% 3553
2022
Q3 		$56K Buy
924
+336
+57% +$29.7K ﹤0.01% 3469
2022
Q2 		$46K Buy
588
+25
+4% +$2.52K ﹤0.01% 3497
2022
Q1 		$67K Buy
+563
New +$111K ﹤0.01% 3549

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

Commonwealth Equity Services's BIRD Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 2,029 shares — an estimated $20K sold.

Commonwealth Equity Services first reported a position in BIRD in Q1 2022 and held it in 10 quarters. The position peaked at $67K in Q1 2022. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,029 Smartbird Inc shares in Q3 2024, an estimated $20K.
  • Commonwealth Equity Services first reported a position in Smartbird Inc in Q1 2022 and held it in 10 quarters.
  • Commonwealth Equity Services's Smartbird Inc position peaked at $67K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.