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Global Wealth Strategies & Associates’s Smartbird Inc BIRD Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-625
Closed -$13.9K – 340
2023
Q3 		$13.9K Hold
625
– – 0.01% 137
2023
Q2 		$15.8K Buy
+625
New +$15.6K 0.01% 132

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 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Global Wealth Strategies & Associates's BIRD Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Smartbird Inc (BIRD) in Q4 2023, closing a stake of 625 shares — an estimated $13.9K sold.

Global Wealth Strategies & Associates first reported a position in BIRD in Q2 2023 and held it in 2 quarters. The position peaked at $15.8K in Q2 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Smartbird Inc position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 625 Smartbird Inc shares in Q4 2023, an estimated $13.9K.
  • Global Wealth Strategies & Associates first reported a position in Smartbird Inc in Q2 2023 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Smartbird Inc position peaked at $15.8K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.