EWM
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Evermay Wealth Management’s Smartbird Inc BIRD Stock Holding History

Evermay 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
Q1 		– Sell
-2
Closed -$14 – 583
2024
Q4 		$14 Buy
+2
New +$18 ﹤0.01% 568

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
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Evermay Wealth Management's BIRD Position: Q1 2025 in Review

Evermay Wealth Management sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 2 shares — an estimated $14 sold.

Evermay Wealth Management first reported a position in BIRD in Q4 2024 and held it in 1 quarter. The position peaked at $14 in Q4 2024. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

  • Evermay Wealth Management reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 2 Smartbird Inc shares in Q1 2025, an estimated $14.
  • Evermay Wealth Management first reported a position in Smartbird Inc in Q4 2024 and held it in 1 quarter.
  • Evermay Wealth Management's Smartbird Inc position peaked at $14 in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.