Principal Financial Group
BIRD icon

Principal Financial Group’s Smartbird Inc BIRD Stock Holding History

Principal 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
2024
Q1 		– Sell
-607
Closed -$14.9K – 2432
2023
Q4 		$14.9K Hold
607
– – ﹤0.01% 2396
2023
Q3 		$13.5K Buy
607
+102
+20% +$2.75K ﹤0.01% 2426
2023
Q2 		$12.7K Sell
505
-77
-13% -$1.92K ﹤0.01% 2417
2023
Q1 		$14K Buy
+582
New +$26.8K ﹤0.01% 2436
2022
Q4 		– Sell
-536
Closed -$33K – 2453
2022
Q3 		$33K Buy
+536
New +$47.4K ﹤0.01% 2434
2022
Q1 		– Sell
-6,355
Closed -$1.92M – 2551
2021
Q4 		$1.92M Buy
+6,355
New +$2.38M ﹤0.01% 1861

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Financial Group's BIRD Position: Q1 2024 in Review

Principal Financial Group sold out of Smartbird Inc (BIRD) in Q1 2024, closing a stake of 607 shares — an estimated $14.9K sold.

Principal Financial Group first reported a position in BIRD in Q4 2021 and held it in 6 quarters. The position peaked at $1.92M in Q4 2021. 97 funds tracked by Wall St. Rank hold BIRD as of Q1 2024.

  • Principal Financial Group reported no remaining Smartbird Inc position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 607 Smartbird Inc shares in Q1 2024, an estimated $14.9K.
  • Principal Financial Group first reported a position in Smartbird Inc in Q4 2021 and held it in 6 quarters.
  • Principal Financial Group's Smartbird Inc position peaked at $1.92M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.