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Pathstone Family Office’s Smartbird Inc BIRD Stock Holding History

Pathstone Family Office’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
-1,424
Closed -$86.6K – 1308
2022
Q3 		$86.6K Buy
+1,424
New +$126K ﹤0.01% 1164

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Pathstone Family Office's BIRD Position: Q4 2022 in Review

Pathstone Family Office sold out of Smartbird Inc (BIRD) in Q4 2022, closing a stake of 1,424 shares — an estimated $86.6K sold.

Pathstone Family Office first reported a position in BIRD in Q3 2022 and held it in 1 quarter. The position peaked at $86.6K in Q3 2022. 151 funds tracked by Wall St. Rank hold BIRD as of Q4 2022.

  • Pathstone Family Office reported no remaining Smartbird Inc position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 1,424 Smartbird Inc shares in Q4 2022, an estimated $86.6K.
  • Pathstone Family Office first reported a position in Smartbird Inc in Q3 2022 and held it in 1 quarter.
  • Pathstone Family Office's Smartbird Inc position peaked at $86.6K in Q3 2022.
  • 151 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.