EWM
BRDS

Endowment Wealth Management’s Bird Global, Inc. BRDS Stock Holding History

Endowment Wealth Management’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
2022
Q4 		– Sell
-893
Closed -$8K – 137
2022
Q3 		$8K Hold
893
– – 0.01% 118
2022
Q2 		$10K Hold
893
– – 0.01% 112
2022
Q1 		$55K Hold
893
– – 0.06% 122
2021
Q4 		$138K Buy
+893
New +$161K 0.14% 118

Other funds holding BRDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DOS
David O. Sacks $19.8M AUM 4.02% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Endowment Wealth Management's BRDS Position: Q4 2022 in Review

Endowment Wealth Management sold out of Bird Global, Inc. (BRDS) in Q4 2022, closing a stake of 893 shares — an estimated $8K sold.

Endowment Wealth Management first reported a position in BRDS in Q4 2021 and held it in 4 quarters. The position peaked at $138K in Q4 2021. 82 funds tracked by Wall St. Rank hold BRDS as of Q4 2022.

  • Endowment Wealth Management reported no remaining Bird Global, Inc. position as of Q4 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 893 Bird Global, Inc. shares in Q4 2022, an estimated $8K.
  • Endowment Wealth Management first reported a position in Bird Global, Inc. in Q4 2021 and held it in 4 quarters.
  • Endowment Wealth Management's Bird Global, Inc. position peaked at $138K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q4 2022.

Based on Endowment Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.