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Focused Wealth Management’s Smartbird Inc BIRD Stock Holding History

Focused 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
2024
Q1 		– Sell
-100
Closed -$2.45K – 291
2023
Q4 		$2.45K Hold
100
– – ﹤0.01% 750
2023
Q3 		$2.22K Hold
100
– – ﹤0.01% 751
2023
Q2 		$2.52K Hold
100
– – ﹤0.01% 775
2023
Q1 		$2.4K Hold
100
– – ﹤0.01% 774
2022
Q4 		$4.84K Buy
+100
New +$5.86K ﹤0.01% 658

Other funds holding BIRD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Focused Wealth Management's BIRD Position: Q1 2024 in Review

Focused Wealth Management sold out of Smartbird Inc (BIRD) in Q1 2024, closing a stake of 100 shares — an estimated $2.45K sold.

Focused Wealth Management first reported a position in BIRD in Q4 2022 and held it in 5 quarters. The position peaked at $4.84K in Q4 2022. 97 funds tracked by Wall St. Rank hold BIRD as of Q1 2024.

  • Focused Wealth Management reported no remaining Smartbird Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 100 Smartbird Inc shares in Q1 2024, an estimated $2.45K.
  • Focused Wealth Management first reported a position in Smartbird Inc in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's Smartbird Inc position peaked at $4.84K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.