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Investment Research & Advisory Group’s Smartbird Inc BIRD Stock Holding History

Investment Research & Advisory Group’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
2025
Q2 		– Sell
-15
Closed -$97 – 248
2025
Q1 		$97 Hold
15
– – ﹤0.01% 247
2024
Q4 		$105 Hold
15
– – ﹤0.01% 206
2024
Q3 		$177 Hold
15
– – ﹤0.01% 205
2024
Q2 		$152 Hold
15
– – ﹤0.01% 203
2024
Q1 		$211 Hold
15
– – ﹤0.01% 203
2023
Q4 		$372 Hold
15
– – ﹤0.01% 206
2023
Q3 		$337 Hold
15
– – ﹤0.01% 202
2023
Q2 		$383 Hold
15
– – ﹤0.01% 207
2023
Q1 		$365 Hold
15
– – ﹤0.01% 184
2022
Q4 		$736 Buy
+15
New +$879 ﹤0.01% 176
2022
Q3 		– Sell
-15
Closed -$1K – 173
2022
Q2 		$1K Buy
+15
New +$1.51K ﹤0.01% 174

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Investment Research & Advisory Group's BIRD Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of Smartbird Inc (BIRD) in Q2 2025, closing a stake of 15 shares — an estimated $97 sold.

Investment Research & Advisory Group first reported a position in BIRD in Q2 2022 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2025.

  • Investment Research & Advisory Group reported no remaining Smartbird Inc position as of Q2 2025 after selling out during the quarter.
  • Investment Research & Advisory Group sold 15 Smartbird Inc shares in Q2 2025, an estimated $97.
  • Investment Research & Advisory Group first reported a position in Smartbird Inc in Q2 2022 and held it in 11 quarters.
  • Investment Research & Advisory Group's Smartbird Inc position peaked at $1K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.