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Laidlaw Wealth Management’s Smartbird Inc BIRD Stock Holding History

Laidlaw 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
Q1 		– Sell
-30,650
Closed -$751K – 181
2023
Q4 		$751K Buy
+30,650
New +$605K 0.27% 98

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 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Laidlaw Wealth Management's BIRD Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Smartbird Inc (BIRD) in Q1 2024, closing a stake of 30,650 shares — an estimated $751K sold.

Laidlaw Wealth Management first reported a position in BIRD in Q4 2023 and held it in 1 quarter. The position peaked at $751K in Q4 2023. 97 funds tracked by Wall St. Rank hold BIRD as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Smartbird Inc position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 30,650 Smartbird Inc shares in Q1 2024, an estimated $751K.
  • Laidlaw Wealth Management first reported a position in Smartbird Inc in Q4 2023 and held it in 1 quarter.
  • Laidlaw Wealth Management's Smartbird Inc position peaked at $751K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.