Kore Private Wealth’s Smartbird Inc BIRD Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-500	Closed	-$39K	–	268
2022 Q2	$39K	Hold	500	–	–	0.01%	303
2022 Q1	$60K	Buy	+500	New	+$98.4K	0.01%	314

Other funds holding BIRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kore Private Wealth's BIRD Position: Q3 2022 in Review

Kore Private Wealth sold out of Smartbird Inc (BIRD) in Q3 2022, closing a stake of 500 shares — an estimated $39K sold.

Kore Private Wealth first reported a position in BIRD in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

Kore Private Wealth reported no remaining Smartbird Inc position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 500 Smartbird Inc shares in Q3 2022, an estimated $39K.
Kore Private Wealth first reported a position in Smartbird Inc in Q1 2022 and held it in 2 quarters.
Kore Private Wealth's Smartbird Inc position peaked at $60K in Q1 2022.
154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.