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Sunbelt Securities’s Smartbird Inc BIRD Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-1
Closed -$12 – 1818
2024
Q3 		$12 Hold
1
– – ﹤0.01% 1839
2024
Q2 		$10 Hold
1
– – ﹤0.01% 1757
2024
Q1 		$15 Hold
1
– – ﹤0.01% 1718
2023
Q4 		$26 Hold
1
– – ﹤0.01% 1682
2023
Q3 		$23 Hold
1
– – ﹤0.01% 1748
2023
Q2 		$26 Hold
1
– – ﹤0.01% 1676
2023
Q1 		$25 Buy
+1
New +$46 ﹤0.01% 1629

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sunbelt Securities's BIRD Position: Q4 2024 in Review

Sunbelt Securities sold out of Smartbird Inc (BIRD) in Q4 2024, closing a stake of 1 share — an estimated $12 sold.

Sunbelt Securities first reported a position in BIRD in Q1 2023 and held it in 7 quarters. The position peaked at $26 in Q4 2023. 53 funds tracked by Wall St. Rank hold BIRD as of Q4 2024.

  • Sunbelt Securities reported no remaining Smartbird Inc position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1 Smartbird Inc share in Q4 2024, an estimated $12.
  • Sunbelt Securities first reported a position in Smartbird Inc in Q1 2023 and held it in 7 quarters.
  • Sunbelt Securities's Smartbird Inc position peaked at $26 in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.