Janney Montgomery Scott
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Janney Montgomery Scott’s Smartbird Inc BIRD Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-820
Closed -$40K – 2557
2022
Q4 		$40K Sell
820
-103
-11% -$6.04K ﹤0.01% 2520
2022
Q3 		$56K Sell
923
-1
-0.1% -$88 ﹤0.01% 2447
2022
Q2 		$74K Buy
+924
New +$93.3K ﹤0.01% 2265
2022
Q1 		– Sell
-1,277
Closed -$385K – 2240
2021
Q4 		$385K Buy
+1,277
New +$478K ﹤0.01% 1858

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Janney Montgomery Scott's BIRD Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 820 shares — an estimated $40K sold.

Janney Montgomery Scott first reported a position in BIRD in Q4 2021 and held it in 4 quarters. The position peaked at $385K in Q4 2021. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 820 Smartbird Inc shares in Q1 2023, an estimated $40K.
  • Janney Montgomery Scott first reported a position in Smartbird Inc in Q4 2021 and held it in 4 quarters.
  • Janney Montgomery Scott's Smartbird Inc position peaked at $385K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.