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Trivium Point Advisory’s Smartbird Inc BIRD Stock Holding History

Trivium Point 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
2023
Q1 		– Sell
-1,759
Closed -$83.7K – 187
2022
Q4 		$83.7K Hold
1,759
– – 0.02% 179
2022
Q3 		$114K Hold
1,759
– – 0.04% 177
2022
Q2 		$164K Buy
+1,759
New +$178K 0.05% 189

Other funds holding BIRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Trivium Point Advisory's BIRD Position: Q1 2023 in Review

Trivium Point Advisory sold out of Smartbird Inc (BIRD) in Q1 2023, closing a stake of 1,759 shares — an estimated $83.7K sold.

Trivium Point Advisory first reported a position in BIRD in Q2 2022 and held it in 3 quarters. The position peaked at $164K in Q2 2022. 125 funds tracked by Wall St. Rank hold BIRD as of Q1 2023.

  • Trivium Point Advisory reported no remaining Smartbird Inc position as of Q1 2023 after selling out during the quarter.
  • Trivium Point Advisory sold 1,759 Smartbird Inc shares in Q1 2023, an estimated $83.7K.
  • Trivium Point Advisory first reported a position in Smartbird Inc in Q2 2022 and held it in 3 quarters.
  • Trivium Point Advisory's Smartbird Inc position peaked at $164K in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2023.

Based on Trivium Point Advisory's 13F filing for Q1 2023, filed 12 Apr 2023.