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Insight Advisors’s Smartbird Inc BIRD Stock Holding History

Insight 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
Q1 		– Sell
-516
Closed -$12.6K – 300
2023
Q4 		$12.6K Sell
516
-40
-7% -$789 ﹤0.01% 284
2023
Q3 		$12.3K Sell
556
-40
-7% -$1.08K ﹤0.01% 275
2023
Q2 		$15K Sell
596
-40
-6% -$998 ﹤0.01% 284
2023
Q1 		$15.3K Hold
636
– – ﹤0.01% 301
2022
Q4 		$28.5K Sell
636
-514
-45% -$30.1K 0.01% 314
2022
Q3 		$70K Buy
+1,150
New +$102K 0.03% 280

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 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Insight Advisors's BIRD Position: Q1 2024 in Review

Insight Advisors sold out of Smartbird Inc (BIRD) in Q1 2024, closing a stake of 516 shares — an estimated $12.6K sold.

Insight Advisors first reported a position in BIRD in Q3 2022 and held it in 6 quarters. The position peaked at $70K in Q3 2022. 97 funds tracked by Wall St. Rank hold BIRD as of Q1 2024.

  • Insight Advisors reported no remaining Smartbird Inc position as of Q1 2024 after selling out during the quarter.
  • Insight Advisors sold 516 Smartbird Inc shares in Q1 2024, an estimated $12.6K.
  • Insight Advisors first reported a position in Smartbird Inc in Q3 2022 and held it in 6 quarters.
  • Insight Advisors's Smartbird Inc position peaked at $70K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2024.

Based on Insight Advisors's 13F filing for Q1 2024, filed 6 May 2024.