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Toth Financial Advisory’s Smartbird Inc BIRD Stock Holding History

Toth Financial Advisory’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
2022
Q3 		– Sell
-12
Closed -$1K – 745
2022
Q2 		$1K Hold
12
– – ﹤0.01% 633
2022
Q1 		$1K Hold
12
– – ﹤0.01% 662
2021
Q4 		$3K Buy
+12
New +$4.49K ﹤0.01% 603

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's BIRD Position: Q3 2022 in Review

Toth Financial Advisory sold out of Smartbird Inc (BIRD) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in BIRD in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • Toth Financial Advisory reported no remaining Smartbird Inc position as of Q3 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 12 Smartbird Inc shares in Q3 2022, an estimated $1K.
  • Toth Financial Advisory first reported a position in Smartbird Inc in Q4 2021 and held it in 3 quarters.
  • Toth Financial Advisory's Smartbird Inc position peaked at $3K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.