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Telemus Capital’s Smartbird Inc BIRD Stock Holding History

Telemus Capital’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
Q4 		– Sell
-550
Closed -$12.2K – 328
2023
Q3 		$12.2K Hold
550
– – ﹤0.01% 308
2023
Q2 		$13.9K Hold
550
– – ﹤0.01% 323
2023
Q1 		$13.2K Buy
+550
New +$25.4K ﹤0.01% 326

Other funds holding BIRD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Telemus Capital's BIRD Position: Q4 2023 in Review

Telemus Capital sold out of Smartbird Inc (BIRD) in Q4 2023, closing a stake of 550 shares — an estimated $12.2K sold.

Telemus Capital first reported a position in BIRD in Q1 2023 and held it in 3 quarters. The position peaked at $13.9K in Q2 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

  • Telemus Capital reported no remaining Smartbird Inc position as of Q4 2023 after selling out during the quarter.
  • Telemus Capital sold 550 Smartbird Inc shares in Q4 2023, an estimated $12.2K.
  • Telemus Capital first reported a position in Smartbird Inc in Q1 2023 and held it in 3 quarters.
  • Telemus Capital's Smartbird Inc position peaked at $13.9K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.