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Laurel Wealth Advisors (North Carolina)’s Smartbird Inc BIRD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-19
Closed -$476 – 595
2023
Q2 		$476 Hold
19
– – ﹤0.01% 548
2023
Q1 		$453 Hold
19
– – ﹤0.01% 552
2022
Q4 		$913 Sell
19
-19
-50% -$1.11K ﹤0.01% 507
2022
Q3 		$2K Hold
38
– – ﹤0.01% 473
2022
Q2 		$3K Hold
38
– – ﹤0.01% 489
2022
Q1 		$5K Hold
38
– – ﹤0.01% 472
2021
Q4 		$11K Buy
+38
New +$14.2K ﹤0.01% 402

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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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BIRD Position: Q3 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Smartbird Inc (BIRD) in Q3 2023, closing a stake of 19 shares — an estimated $476 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BIRD in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 124 funds tracked by Wall St. Rank hold BIRD as of Q3 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Smartbird Inc position as of Q3 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 19 Smartbird Inc shares in Q3 2023, an estimated $476.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Smartbird Inc in Q4 2021 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Smartbird Inc position peaked at $11K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.