Envestnet Asset Management
BIRD icon

Envestnet Asset Management’s Smartbird Inc BIRD Stock Holding History

Envestnet Asset 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
2023
Q1 		– Sell
-3,624
Closed -$175K – 3978
2022
Q4 		$175K Sell
3,624
-13
-0.4% -$762 ﹤0.01% 3701
2022
Q3 		$221K Buy
3,637
+712
+24% +$63K ﹤0.01% 3527
2022
Q2 		$230K Buy
2,925
+1,376
+89% +$139K ﹤0.01% 3501
2022
Q1 		$186K Buy
+1,549
New +$305K ﹤0.01% 3706

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Envestnet Asset Management's BIRD Position: Q1 2023 in Review

Envestnet Asset Management sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 3,624 shares — an estimated $175K sold.

Envestnet Asset Management first reported a position in BIRD in Q1 2022 and held it in 4 quarters. The position peaked at $230K in Q2 2022. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

  • Envestnet Asset Management reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 3,624 Smartbird Inc shares in Q1 2023, an estimated $175K.
  • Envestnet Asset Management first reported a position in Smartbird Inc in Q1 2022 and held it in 4 quarters.
  • Envestnet Asset Management's Smartbird Inc position peaked at $230K in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.