NFC
BIRD icon

Northeast Financial Consultants’s Smartbird Inc BIRD Stock Holding History

Northeast Financial Consultants’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
2022
Q4 		– Sell
-4,000
Closed -$243K – 323
2022
Q3 		$243K Hold
4,000
– – 0.02% 289
2022
Q2 		$314K Sell
4,000
-658
-14% -$66.4K 0.02% 251
2022
Q1 		$560K Buy
+4,658
New +$916K 0.03% 211

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northeast Financial Consultants's BIRD Position: Q4 2022 in Review

Northeast Financial Consultants sold out of Smartbird Inc (BIRD) in Q4 2022, closing a stake of 4,000 shares — an estimated $243K sold.

Northeast Financial Consultants first reported a position in BIRD in Q1 2022 and held it in 3 quarters. The position peaked at $560K in Q1 2022. 152 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

  • Northeast Financial Consultants reported no remaining Smartbird Inc position as of Q4 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 4,000 Smartbird Inc shares in Q4 2022, an estimated $243K.
  • Northeast Financial Consultants first reported a position in Smartbird Inc in Q1 2022 and held it in 3 quarters.
  • Northeast Financial Consultants's Smartbird Inc position peaked at $560K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Northeast Financial Consultants's 13F filing for Q4 2022, filed 13 Feb 2023.