SW
BRDS

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

SVB Wealth’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
-554
Closed -$3.87K – 1023
2023
Q1 		$3.87K Hold
554
– – ﹤0.01% 1000
2022
Q4 		$2.49K Hold
554
– – ﹤0.01% 1038
2022
Q3 		$5K Buy
+554
New +$6.55K ﹤0.01% 984

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

SVB Wealth's BRDS Position: Q2 2023 in Review

SVB Wealth sold out of Bird Global, Inc. (BRDS) in Q2 2023, closing a stake of 554 shares — an estimated $3.87K sold.

SVB Wealth first reported a position in BRDS in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 45 funds tracked by Wall St. Rank hold BRDS as of Q2 2023.

  • SVB Wealth reported no remaining Bird Global, Inc. position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 554 Bird Global, Inc. shares in Q2 2023, an estimated $3.87K.
  • SVB Wealth first reported a position in Bird Global, Inc. in Q3 2022 and held it in 3 quarters.
  • SVB Wealth's Bird Global, Inc. position peaked at $5K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.