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NewEdge Advisors’s Smartbird Inc BIRD Stock Holding History

NewEdge Advisors’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
-500
Closed -$5K – 3824
2024
Q2 		$5K Sell
500
-516
-51% -$6.3K ﹤0.01% 3096
2024
Q1 		$14.1K Buy
+1,016
New +$18.9K ﹤0.01% 2750
2023
Q1 		– Sell
-394
Closed -$16.6K – 3494
2022
Q4 		$16.6K Buy
+394
New +$23.1K ﹤0.01% 2188

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

NewEdge Advisors's BIRD Position: Q3 2024 in Review

NewEdge Advisors sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 500 shares — an estimated $5K sold.

NewEdge Advisors first reported a position in BIRD in Q4 2022 and held it in 3 quarters. The position peaked at $16.6K in Q4 2022. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • NewEdge Advisors reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 500 Smartbird Inc shares in Q3 2024, an estimated $5K.
  • NewEdge Advisors first reported a position in Smartbird Inc in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Smartbird Inc position peaked at $16.6K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.