Crowley Wealth Management’s Smartbird Inc BIRD Stock Holding History

Crowley Wealth Management’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
2025 Q4	–	Sell	-27	Closed	-$153	–	42
2025 Q3	$153	Buy	+27	New	+$222	﹤0.01%	396

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Crowley Wealth Management's BIRD Position: Q4 2025 in Review

Crowley Wealth Management sold out of Smartbird Inc (BIRD) in Q4 2025, closing a stake of 27 shares — an estimated $153 sold.

Crowley Wealth Management first reported a position in BIRD in Q3 2025 and held it in 1 quarter. The position peaked at $153 in Q3 2025. 39 funds tracked by Wall St. Rank hold BIRD as of Q4 2025.

Crowley Wealth Management reported no remaining Smartbird Inc position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 27 Smartbird Inc shares in Q4 2025, an estimated $153.
Crowley Wealth Management first reported a position in Smartbird Inc in Q3 2025 and held it in 1 quarter.
Crowley Wealth Management's Smartbird Inc position peaked at $153 in Q3 2025.
39 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.