Next Financial Group’s Smartbird Inc BIRD Stock Holding History

Next Financial 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
2021 Q4	$3K	Buy	+10	New	+$3.74K	﹤0.01%	2511

Other funds holding BIRD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Next Financial Group's BIRD Position: Q4 2021 in Review

Next Financial Group opened a new position in Smartbird Inc (BIRD) in Q4 2021: 10 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2511 among its holdings.

96 funds tracked by Wall St. Rank hold BIRD as of Q4 2021.

Next Financial Group held 10 shares of Smartbird Inc worth $3K as of Q4 2021.
Smartbird Inc was a new Next Financial Group position in Q4 2021.
Smartbird Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2511 holding.
96 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.