R Squared’s Smartbird Inc BIRD Stock Holding History

R Squared’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
2025 Q1	–	Sell	-332	Closed	-$2.31K	–	448
2024 Q4	$2.31K	Buy	+332	New	+$2.98K	﹤0.01%	1444

Other funds holding BIRD

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

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

R Squared's BIRD Position: Q1 2025 in Review

R Squared sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 332 shares — an estimated $2.31K sold.

R Squared first reported a position in BIRD in Q4 2024 and held it in 1 quarter. The position peaked at $2.31K in Q4 2024. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

R Squared reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
R Squared sold 332 Smartbird Inc shares in Q1 2025, an estimated $2.31K.
R Squared first reported a position in Smartbird Inc in Q4 2024 and held it in 1 quarter.
R Squared's Smartbird Inc position peaked at $2.31K in Q4 2024.
45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.