HighTower Advisors
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HighTower Advisors’s Smartbird Inc BIRD Stock Holding History

HighTower 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
2023
Q2 		– Sell
-1,954
Closed -$46K – 3460
2023
Q1 		$46K Buy
1,954
+349
+22% +$16.1K ﹤0.01% 3059
2022
Q4 		$76K Buy
1,605
+375
+30% +$22K ﹤0.01% 2970
2022
Q3 		$76K Buy
1,230
+101
+9% +$8.93K ﹤0.01% 2821
2022
Q2 		$89K Buy
1,129
+372
+49% +$37.6K ﹤0.01% 2810
2022
Q1 		$91K Sell
757
-21
-3% -$4.13K ﹤0.01% 3007
2021
Q4 		$237K Buy
+778
New +$291K ﹤0.01% 2633

Other funds holding BIRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors's BIRD Position: Q2 2023 in Review

HighTower Advisors sold out of Smartbird Inc (BIRD) in Q2 2023, closing a stake of 1,954 shares — an estimated $46K sold.

HighTower Advisors first reported a position in BIRD in Q4 2021 and held it in 6 quarters. The position peaked at $237K in Q4 2021. 124 funds tracked by Wall St. Rank hold BIRD as of Q2 2023.

  • HighTower Advisors reported no remaining Smartbird Inc position as of Q2 2023 after selling out during the quarter.
  • HighTower Advisors sold 1,954 Smartbird Inc shares in Q2 2023, an estimated $46K.
  • HighTower Advisors first reported a position in Smartbird Inc in Q4 2021 and held it in 6 quarters.
  • HighTower Advisors's Smartbird Inc position peaked at $237K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.