JWA
BIRD icon

JFS Wealth Advisors’s Smartbird Inc BIRD Stock Holding History

JFS Wealth 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
2022
Q1 		– Sell
-10
Closed -$3K – 1823
2021
Q4 		$3K Buy
+10
New +$3.74K ﹤0.01% 915

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JFS Wealth Advisors's BIRD Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Smartbird Inc (BIRD) in Q1 2022, closing a stake of 10 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in BIRD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 129 funds tracked by Wall St. Rank hold BIRD as of Q1 2022.

  • JFS Wealth Advisors reported no remaining Smartbird Inc position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 Smartbird Inc shares in Q1 2022, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Smartbird Inc in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's Smartbird Inc position peaked at $3K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.