HSA
BRDS

HBK Sorce Advisory’s Bird Global, Inc. BRDS Stock Holding History

HBK Sorce Advisory’s Portfolio BRDS Stock Details BRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,800
Closed -$81K – 858
2022
Q4 		$81K Buy
2,800
+1,400
+100% +$10.3K ﹤0.01% 701
2022
Q3 		$39K Buy
+1,400
New +$16.5K ﹤0.01% 525

Other funds holding BRDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
UVM
Upfront Ventures Management Santa Monica, California $12.3K AUM
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

HBK Sorce Advisory's BRDS Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Bird Global, Inc. (BRDS) in Q1 2023, closing a stake of 2,800 shares — an estimated $81K sold.

HBK Sorce Advisory first reported a position in BRDS in Q3 2022 and held it in 2 quarters. The position peaked at $81K in Q4 2022. 79 funds tracked by Wall St. Rank hold BRDS as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Bird Global, Inc. position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,800 Bird Global, Inc. shares in Q1 2023, an estimated $81K.
  • HBK Sorce Advisory first reported a position in Bird Global, Inc. in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Bird Global, Inc. position peaked at $81K in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.