HWA
BIRD icon

Heritage Wealth Advisors’s Smartbird Inc BIRD Stock Holding History

Heritage Wealth 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
2022
Q1 		– Sell
-15
Closed -$5K – 534
2021
Q4 		$5K Buy
+15
New +$5.62K ﹤0.01% 479

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Heritage Wealth Advisors's BIRD Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Smartbird Inc (BIRD) in Q1 2022, closing a stake of 15 shares — an estimated $5K sold.

Heritage Wealth Advisors first reported a position in BIRD in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 129 funds tracked by Wall St. Rank hold BIRD as of Q1 2022.

  • Heritage Wealth Advisors reported no remaining Smartbird Inc position as of Q1 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 Smartbird Inc shares in Q1 2022, an estimated $5K.
  • Heritage Wealth Advisors first reported a position in Smartbird Inc in Q4 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's Smartbird Inc position peaked at $5K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.