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Tilia Fiduciary Partners’s Smartbird Inc BIRD Stock Holding History

Tilia Fiduciary Partners’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
Q2 		– Sell
-7
Closed -$156 – 534
2023
Q1 		$156 Hold
7
– – ﹤0.01% 505
2022
Q4 		$315 Hold
7
– – ﹤0.01% 493
2022
Q3 		$0 Hold
7
– – ﹤0.01% 510
2022
Q2 		$1K Hold
7
– – ﹤0.01% 502
2022
Q1 		$1K Hold
7
– – ﹤0.01% 512
2021
Q4 		$2K Buy
+7
New +$2.62K ﹤0.01% 523

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tilia Fiduciary Partners's BIRD Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Smartbird Inc (BIRD) in Q2 2023, closing a stake of 7 shares — an estimated $156 sold.

Tilia Fiduciary Partners first reported a position in BIRD in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 124 funds tracked by Wall St. Rank hold BIRD as of Q2 2023.

  • Tilia Fiduciary Partners reported no remaining Smartbird Inc position as of Q2 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 7 Smartbird Inc shares in Q2 2023, an estimated $156.
  • Tilia Fiduciary Partners first reported a position in Smartbird Inc in Q4 2021 and held it in 6 quarters.
  • Tilia Fiduciary Partners's Smartbird Inc position peaked at $2K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.