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WealthSource Partners’s Smartbird Inc BIRD Stock Holding History

WealthSource 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
Q4 		$18.3K Sell
745
-179
-19% -$3.53K ﹤0.01% 496
2023
Q3 		$20.5K Buy
924
+242
+35% +$6.52K ﹤0.01% 484
2023
Q2 		$17.2K Buy
682
+171
+33% +$4.27K ﹤0.01% 488
2023
Q1 		$12.3K Buy
+511
New +$23.6K ﹤0.01% 488

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

WealthSource Partners's BIRD Position: Q4 2023 in Review

WealthSource Partners reduced its Smartbird Inc (BIRD) stake by 19% in Q4 2023, selling an estimated $3.53K and leaving 745 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

WealthSource Partners first reported a position in BIRD in Q1 2023 and has held it in 4 quarters since. The position peaked at $20.5K in Q3 2023. 109 funds tracked by Wall St. Rank hold BIRD as of Q4 2023.

  • WealthSource Partners held 745 shares of Smartbird Inc worth $18.3K as of Q4 2023.
  • WealthSource Partners sold 179 Smartbird Inc shares in Q4 2023, an estimated $3.53K.
  • Smartbird Inc made up ﹤0.01% of WealthSource Partners's portfolio in Q4 2023, its #496 holding.
  • WealthSource Partners first reported a position in Smartbird Inc in Q1 2023 and has held it in 4 quarters since.
  • WealthSource Partners's Smartbird Inc position peaked at $20.5K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Smartbird Inc as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.