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Janiczek Wealth Management’s Smartbird Inc BIRD Stock Holding History

Janiczek Wealth Management’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
Q2 		$25 Hold
3
– – ﹤0.01% 1081
2024
Q1 		$35 Hold
3
– – ﹤0.01% 1084
2023
Q4 		$62 Hold
3
– – ﹤0.01% 1110
2023
Q3 		$56 Hold
3
– – ﹤0.01% 1046
2023
Q2 		$63 Hold
3
– – ﹤0.01% 980
2023
Q1 		$62 Hold
3
– – ﹤0.01% 989
2022
Q4 		$126 Hold
3
– – ﹤0.01% 1008
2022
Q3 		$0 Hold
3
– – ﹤0.01% 918
2022
Q2 		$0 Hold
3
– – ﹤0.01% 945
2022
Q1 		$0 Hold
3
– – ﹤0.01% 943
2021
Q4 		$1K Buy
+3
New +$1.12K ﹤0.01% 883

Other funds holding BIRD

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janiczek Wealth Management's BIRD Position: Q2 2024 in Review

Janiczek Wealth Management held its Smartbird Inc (BIRD) position steady in Q2 2024 at 3 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Janiczek Wealth Management first reported a position in BIRD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q4 2021. 109 funds tracked by Wall St. Rank hold BIRD as of Q2 2024.

  • Janiczek Wealth Management held 3 shares of Smartbird Inc worth $25 as of Q2 2024.
  • Janiczek Wealth Management left its Smartbird Inc share count unchanged in Q2 2024.
  • Smartbird Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1081 holding.
  • Janiczek Wealth Management first reported a position in Smartbird Inc in Q4 2021 and has held it in 11 quarters since.
  • Janiczek Wealth Management's Smartbird Inc position peaked at $1K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.