LPL Financial
BIRD icon

LPL Financial’s Smartbird Inc BIRD Stock Holding History

LPL Financial’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
-753
Closed -$7.53K – 5180
2024
Q2 		$7.53K Buy
753
+24
+3% +$293 ﹤0.01% 4986
2024
Q1 		$10.1K Buy
729
+4
+0.6% +$75 ﹤0.01% 4884
2023
Q4 		$17.8K Sell
725
-20
-3% -$395 ﹤0.01% 4737
2023
Q3 		$16.5K Sell
745
-93
-11% -$2.5K ﹤0.01% 4623
2023
Q2 		$21.1K Sell
838
-17
-2% -$424 ﹤0.01% 4511
2023
Q1 		$20.5K Buy
855
+182
+27% +$8.39K ﹤0.01% 4407
2022
Q4 		$32.6K Buy
673
+64
+11% +$3.75K ﹤0.01% 4321
2022
Q3 		$37K Buy
609
+11
+2% +$973 ﹤0.01% 4268
2022
Q2 		$47K Buy
+598
New +$60.4K ﹤0.01% 4242

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

LPL Financial's BIRD Position: Q3 2024 in Review

LPL Financial sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 753 shares — an estimated $7.53K sold.

LPL Financial first reported a position in BIRD in Q2 2022 and held it in 9 quarters. The position peaked at $47K in Q2 2022. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • LPL Financial reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 753 Smartbird Inc shares in Q3 2024, an estimated $7.53K.
  • LPL Financial first reported a position in Smartbird Inc in Q2 2022 and held it in 9 quarters.
  • LPL Financial's Smartbird Inc position peaked at $47K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.