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Wipfli Financial Advisors’s Smartbird Inc BIRD Stock Holding History

Wipfli Financial Advisors’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 		$0 Buy
+4
New +$354 ﹤0.01% 2558

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

Wipfli Financial Advisors's BIRD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Smartbird Inc (BIRD) in Q3 2022: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings.

154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

  • Wipfli Financial Advisors held 4 shares of Smartbird Inc worth $0 as of Q3 2022.
  • Smartbird Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Smartbird Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2558 holding.
  • 154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.