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Pacific Center for Financial Services’s Smartbird Inc BIRD Stock Holding History

Pacific Center for Financial Services’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
Q3 		$8K Hold
128
– – ﹤0.01% 291
2022
Q2 		$10K Hold
128
– – ﹤0.01% 272
2022
Q1 		$15K Hold
128
– – 0.01% 247
2021
Q4 		$38K Buy
+128
New +$47.9K 0.02% 182

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Pacific Center for Financial Services's BIRD Position: Q3 2022 in Review

Pacific Center for Financial Services held its Smartbird Inc (BIRD) position steady in Q3 2022 at 128 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Pacific Center for Financial Services first reported a position in BIRD in Q4 2021 and has held it in 4 quarters since. The position peaked at $38K in Q4 2021. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • Pacific Center for Financial Services held 128 shares of Smartbird Inc worth $8K as of Q3 2022.
  • Pacific Center for Financial Services left its Smartbird Inc share count unchanged in Q3 2022.
  • Smartbird Inc made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2022, its #291 holding.
  • Pacific Center for Financial Services first reported a position in Smartbird Inc in Q4 2021 and has held it in 4 quarters since.
  • Pacific Center for Financial Services's Smartbird Inc position peaked at $38K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.