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Westside Investment Management’s Smartbird Inc BIRD Stock Holding History

Westside Investment 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
2024
Q3 		– Sell
-46
Closed -$463 – 991
2024
Q2 		$463 Hold
46
– – ﹤0.01% 960
2024
Q1 		$642 Hold
46
– – ﹤0.01% 869
2023
Q4 		$1.13K Hold
46
– – ﹤0.01% 822
2023
Q3 		$1.03K Hold
46
– – ﹤0.01% 798
2023
Q2 		$1.17K Hold
46
– – ﹤0.01% 796
2023
Q1 		$1.11K Hold
46
– – ﹤0.01% 787
2022
Q4 		$2 Hold
46
– – ﹤0.01% 756
2022
Q3 		$2 Hold
46
– – ﹤0.01% 757
2022
Q2 		$3 Buy
+46
New +$4.64K ﹤0.01% 724

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Westside Investment Management's BIRD Position: Q3 2024 in Review

Westside Investment Management sold out of Smartbird Inc (BIRD) in Q3 2024, closing a stake of 46 shares — an estimated $463 sold.

Westside Investment Management first reported a position in BIRD in Q2 2022 and held it in 9 quarters. The position peaked at $1.17K in Q2 2023. 50 funds tracked by Wall St. Rank hold BIRD as of Q3 2024.

  • Westside Investment Management reported no remaining Smartbird Inc position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 46 Smartbird Inc shares in Q3 2024, an estimated $463.
  • Westside Investment Management first reported a position in Smartbird Inc in Q2 2022 and held it in 9 quarters.
  • Westside Investment Management's Smartbird Inc position peaked at $1.17K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.