IFWM
BRDS

Institute for Wealth Management’s Bird Global, Inc. BRDS Stock Holding History

Institute for Wealth Management’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
2022
Q2 		– Sell
-554
Closed -$34K – 566
2022
Q1 		$34K Buy
+554
New +$49.2K 0.01% 537

Other funds holding BRDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CVGI
Craft Ventures GP I San Francisco, California $9.51M AUM 95.77% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's BRDS Position: Q2 2022 in Review

Institute for Wealth Management sold out of Bird Global, Inc. (BRDS) in Q2 2022, closing a stake of 554 shares — an estimated $34K sold.

Institute for Wealth Management first reported a position in BRDS in Q1 2022 and held it in 1 quarter. The position peaked at $34K in Q1 2022. 85 funds tracked by Wall St. Rank hold BRDS as of Q2 2022.

  • Institute for Wealth Management reported no remaining Bird Global, Inc. position as of Q2 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 554 Bird Global, Inc. shares in Q2 2022, an estimated $34K.
  • Institute for Wealth Management first reported a position in Bird Global, Inc. in Q1 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Bird Global, Inc. position peaked at $34K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.