SWA
BRDS

SFMG Wealth Advisors’s Bird Global, Inc. BRDS Stock Holding History

SFMG Wealth Advisors’s Portfolio BRDS Stock Details BRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,294
Closed -$23.1K – 274
2023
Q1 		$23.1K Hold
3,294
– – ﹤0.01% 261
2022
Q4 		$14.8K Sell
3,294
-1,699
-34% -$12.5K ﹤0.01% 259
2022
Q3 		$45K Buy
4,993
+666
+15% +$7.87K 0.01% 239
2022
Q2 		$47K Buy
+4,327
New +$132K 0.01% 259

Other funds holding BRDS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
UVM
Upfront Ventures Management Santa Monica, California $12.3K AUM
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SFMG Wealth Advisors's BRDS Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Bird Global, Inc. (BRDS) in Q2 2023, closing a stake of 3,294 shares — an estimated $23.1K sold.

SFMG Wealth Advisors first reported a position in BRDS in Q2 2022 and held it in 4 quarters. The position peaked at $47K in Q2 2022. 45 funds tracked by Wall St. Rank hold BRDS as of Q2 2023.

  • SFMG Wealth Advisors reported no remaining Bird Global, Inc. position as of Q2 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,294 Bird Global, Inc. shares in Q2 2023, an estimated $23.1K.
  • SFMG Wealth Advisors first reported a position in Bird Global, Inc. in Q2 2022 and held it in 4 quarters.
  • SFMG Wealth Advisors's Bird Global, Inc. position peaked at $47K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.