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FourThought Financial’s Smartbird Inc BIRD Stock Holding History

FourThought Financial’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
2022
Q3 		$21K Hold
344
– – ﹤0.01% 846
2022
Q2 		$27K Buy
344
+38
+12% +$3.84K ﹤0.01% 793
2022
Q1 		$37K Buy
+306
New +$60.2K ﹤0.01% 747

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's BIRD Position: Q3 2022 in Review

FourThought Financial held its Smartbird Inc (BIRD) position steady in Q3 2022 at 344 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

FourThought Financial first reported a position in BIRD in Q1 2022 and has held it in 3 quarters since. The position peaked at $37K in Q1 2022. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • FourThought Financial held 344 shares of Smartbird Inc worth $21K as of Q3 2022.
  • FourThought Financial left its Smartbird Inc share count unchanged in Q3 2022.
  • Smartbird Inc made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #846 holding.
  • FourThought Financial first reported a position in Smartbird Inc in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's Smartbird Inc position peaked at $37K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.