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Lake Street Advisors Group’s Smartbird Inc BIRD Stock Holding History

Lake Street Advisors Group’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
Q3 		– Sell
-1,650
Closed -$16.5K – 649
2024
Q2 		$16.5K Hold
1,650
– – ﹤0.01% 622
2024
Q1 		$22.9K Hold
1,650
– – ﹤0.01% 647
2023
Q4 		$40.4K Hold
1,650
– – ﹤0.01% 609
2023
Q3 		$37K Hold
1,650
– – ﹤0.01% 306
2023
Q2 		$42K Buy
+1,650
New +$41.2K ﹤0.01% 285

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Lake Street Advisors Group's BIRD Position: Q3 2024 in Review

Lake Street Advisors Group sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 1,650 shares — an estimated $16.5K sold.

Lake Street Advisors Group first reported a position in BIRD in Q2 2023 and held it in 5 quarters. The position peaked at $42K in Q2 2023. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Lake Street Advisors Group reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,650 Smartbird Inc shares in Q3 2024, an estimated $16.5K.
  • Lake Street Advisors Group first reported a position in Smartbird Inc in Q2 2023 and held it in 5 quarters.
  • Lake Street Advisors Group's Smartbird Inc position peaked at $42K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Lake Street Advisors Group's 13F filing for Q3 2024, filed 23 Oct 2024.