GPFA
BIRD icon

Game Plan Financial Advisors’s Smartbird Inc BIRD Stock Holding History

Game Plan Financial Advisors’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
Q2 		– Sell
-38
Closed -$521 – 386
2024
Q1 		$521 Sell
38
-12
-24% -$224 ﹤0.01% 385
2023
Q4 		$1.23K Buy
+50
New +$987 ﹤0.01% 362
2022
Q4 		– Sell
-1,050
Closed -$64K – 89
2022
Q3 		$64K Buy
1,050
+200
+24% +$17.7K 0.05% 80
2022
Q2 		$65K Buy
850
+250
+42% +$25.2K 0.05% 87
2022
Q1 		$72K Buy
+600
New +$118K 0.04% 97

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Game Plan Financial Advisors's BIRD Position: Q2 2024 in Review

Game Plan Financial Advisors sold out of Smartbird Inc (BIRD) in Q2 2024, closing a stake of 38 shares — an estimated $521 sold.

Game Plan Financial Advisors first reported a position in BIRD in Q1 2022 and held it in 5 quarters. The position peaked at $72K in Q1 2022. 109 funds tracked by Wall St. Rank hold BIRD as of Q2 2024.

  • Game Plan Financial Advisors reported no remaining Smartbird Inc position as of Q2 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 38 Smartbird Inc shares in Q2 2024, an estimated $521.
  • Game Plan Financial Advisors first reported a position in Smartbird Inc in Q1 2022 and held it in 5 quarters.
  • Game Plan Financial Advisors's Smartbird Inc position peaked at $72K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2024.

Based on Game Plan Financial Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.