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Kaizen Financial Strategies’s Smartbird Inc BIRD Stock Holding History

Kaizen Financial Strategies’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
Q4 		– Sell
-1,025
Closed -$22.8K – 121
2023
Q3 		$22.8K Buy
1,025
+50
+5% +$1.35K 0.02% 112
2023
Q2 		$24.8K Buy
+975
New +$24.3K 0.02% 115

Other funds holding BIRD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kaizen Financial Strategies's BIRD Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Smartbird Inc (BIRD) in Q4 2023, closing a stake of 1,025 shares — an estimated $22.8K sold.

Kaizen Financial Strategies first reported a position in BIRD in Q2 2023 and held it in 2 quarters. The position peaked at $24.8K in Q2 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

  • Kaizen Financial Strategies reported no remaining Smartbird Inc position as of Q4 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,025 Smartbird Inc shares in Q4 2023, an estimated $22.8K.
  • Kaizen Financial Strategies first reported a position in Smartbird Inc in Q2 2023 and held it in 2 quarters.
  • Kaizen Financial Strategies's Smartbird Inc position peaked at $24.8K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.