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Western Pacific Wealth Management’s Smartbird Inc BIRD Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-5
Closed – – 195
2022
Q1 		$0 Hold
5
– – ﹤0.01% 221
2021
Q4 		$1K Buy
+5
New +$1.87K ﹤0.01% 216

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Western Pacific Wealth Management's BIRD Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of Smartbird Inc (BIRD) in Q2 2022, closing a stake of 5 shares.

Western Pacific Wealth Management first reported a position in BIRD in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 148 funds tracked by Wall St. Rank hold BIRD as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining Smartbird Inc position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 5 Smartbird Inc shares in Q2 2022.
  • Western Pacific Wealth Management first reported a position in Smartbird Inc in Q4 2021 and held it in 2 quarters.
  • Western Pacific Wealth Management's Smartbird Inc position peaked at $1K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.