Empower Advisory Group
BIRD icon

Empower Advisory Group’s Smartbird Inc BIRD Stock Holding History

Empower Advisory Group’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
-501
Closed -$5.01K – 503
2024
Q2 		$5.01K Hold
501
– – ﹤0.01% 490
2024
Q1 		$6.95K Hold
501
– – ﹤0.01% 495
2023
Q4 		$12.3K Hold
501
– – ﹤0.01% 475
2023
Q3 		$11.1K Buy
+501
New +$13.5K ﹤0.01% 459

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

Empower Advisory Group's BIRD Position: Q3 2024 in Review

Empower Advisory Group sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 501 shares — an estimated $5.01K sold.

Empower Advisory Group first reported a position in BIRD in Q3 2023 and held it in 4 quarters. The position peaked at $12.3K in Q4 2023. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Empower Advisory Group reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Empower Advisory Group sold 501 Smartbird Inc shares in Q3 2024, an estimated $5.01K.
  • Empower Advisory Group first reported a position in Smartbird Inc in Q3 2023 and held it in 4 quarters.
  • Empower Advisory Group's Smartbird Inc position peaked at $12.3K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Empower Advisory Group's 13F filing for Q3 2024, filed 5 Nov 2024.