Stifel Financial
BIRD icon

Stifel Financial’s Smartbird Inc BIRD Stock Holding History

Stifel Financial’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
2023
Q1 		– Sell
-2,470
Closed -$120K – 3332
2022
Q4 		$120K Sell
2,470
-53
-2% -$3.11K ﹤0.01% 3106
2022
Q3 		$153K Buy
2,523
+478
+23% +$42.3K ﹤0.01% 3017
2022
Q2 		$161K Buy
2,045
+182
+10% +$18.4K ﹤0.01% 3068
2022
Q1 		$224K Buy
+1,863
New +$367K ﹤0.01% 3052

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stifel Financial's BIRD Position: Q1 2023 in Review

Stifel Financial sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 2,470 shares — an estimated $120K sold.

Stifel Financial first reported a position in BIRD in Q1 2022 and held it in 4 quarters. The position peaked at $224K in Q1 2022. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

  • Stifel Financial reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 2,470 Smartbird Inc shares in Q1 2023, an estimated $120K.
  • Stifel Financial first reported a position in Smartbird Inc in Q1 2022 and held it in 4 quarters.
  • Stifel Financial's Smartbird Inc position peaked at $224K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.