Vishria Bird Financial Group, LLC Closed Holding Positions

Vishria Bird Financial Group, LLC

  • $264 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2022 Filed on Aug 04, 2022
4,921
$25.93 - $42.92 $128K - $211K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 04, 2022
84,074
$36.58 - $70.5 $3.08M - $5.93M
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
16,864
$136.59 - $243.0 $2.3M - $4.1M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 04, 2022
24,785
$93.29 - $138.58 $2.31M - $3.43M
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
11,579
$54.53 - $129.12 $631K - $1.5M
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
18,115
$17.19 - $27.4 $311K - $496K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
4,430
$23.19 - $50.02 $103K - $222K
PAUG
Innovator U.S. Equity Power Bu

ETFs
Q2 2022 Filed on Aug 04, 2022
10,594
$27.91 - $30.32 $296K - $321K
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on May 03, 2022
2,833
$26.22 - $95.21 $74.3K - $270K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on May 03, 2022
2,466
$88.87 - $111.9 $219K - $276K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2022 Filed on May 03, 2022
24,036
$49.8 - $50.28 $1.2M - $1.21M
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
26,050
$14.1 - $33.47 $367K - $872K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
3,990
$44.57 - $55.81 $178K - $223K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Jan 27, 2022
79,825
$39.36 - $55.06 $3.14M - $4.4M
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Jan 27, 2022
100,422
$28.55 - $29.36 $2.87M - $2.95M
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 27, 2022
991
$188.19 - $233.09 $186K - $231K
AGNC
Agnc Investment Corp.

Real Estate
Q3 2021 Filed on Oct 15, 2021
449,820
$15.74 - $17.01 $7.08M - $7.65M
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
14,517
$256.11 - $291.67 $3.72M - $4.23M
CS
Credit Suisse Group Ag

Financial Services
Q3 2021 Filed on Oct 15, 2021
717,682
$9.4 - $10.72 $6.75M - $7.69M
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2021 Filed on Aug 02, 2021
3,561
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on Apr 27, 2021
7,058
$50.15 - $50.25 $354K - $355K
FTCS
First Trust Capital Strength E

ETFs
Q1 2021 Filed on Apr 27, 2021
96,353
$65.61 - $71.26 $6.32M - $6.87M
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2020 Filed on Jan 26, 2021
745
$327.62 - $375.39 $244K - $280K
UBER
Uber Technologies, Inc

Technology
Q2 2020 Filed on Jul 20, 2020
21,238
$22.82 - $37.21 $485K - $790K
Facebook Inc
Q2 2020 Filed on Jul 20, 2020
1,000
N/A
Microsoft Corp
Q2 2020 Filed on Jul 20, 2020
400
N/A
Alphabet Inc
Q2 2020 Filed on Jul 20, 2020
100
N/A
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
2,725
N/A
ITA
Ishares Tr

ETFs
Q2 2020 Filed on Jul 20, 2020
24,039
$67.92 - $96.92 $1.63M - $2.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Jul 20, 2020
87,269
$51.94 - $64.01 $4.53M - $5.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Jul 20, 2020
74,377
$39.01 - $57.03 $2.9M - $4.24M
CQP
Cheniere Energy Partners, L.P.

Energy
Q1 2020 Filed on Apr 13, 2020
6,300
$18.55 - $42.44 $117K - $267K
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on Apr 13, 2020
3,383
$31.45 - $70.9 $106K - $240K
Wright Med Group N V
Q1 2020 Filed on Apr 13, 2020
7,374
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on Apr 13, 2020
9,290
$12.27 - $29.02 $114K - $270K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2020 Filed on Apr 13, 2020
21,416
$55.04 - $58.78 $1.18M - $1.26M
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Jan 09, 2020
3,775
$58.47 - $65.77 $221K - $248K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 09, 2020
90,864
$27.73 - $36.28 $2.52M - $3.3M
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2019 Filed on Jan 09, 2020
69,676
$61.62 - $67.78 $4.29M - $4.72M
CVS
Cvs Health Corp

Healthcare
Q4 2019 Filed on Jan 09, 2020
73,215
$60.38 - $76.58 $4.42M - $5.61M
Tallgrass Energy LP
Q4 2019 Filed on Jan 09, 2020
16,500
N/A
IEV
Ishares Tr Europe ETF

ETFs
Q4 2019 Filed on Jan 09, 2020
24,910
$41.68 - $47.0 $1.04M - $1.17M
Andeavor Logistics LP
Q3 2019 Filed on Oct 15, 2019
5,675
N/A
FEP
First Trust Europe Alphadex Fu

ETFs
Q1 2019 Filed on Apr 05, 2019
128,452
$30.55 - $35.65 $3.92M - $4.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2019 Filed on Apr 05, 2019
28,775
N/A
CHY
Calamos Convertible & High Income Fund

Financial Services
Q1 2019 Filed on Apr 05, 2019
41,104
$9.45 - $11.06 $388K - $455K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q1 2019 Filed on Apr 05, 2019
733,673
$8.91 - $10.4 $6.54M - $7.63M
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Jan 17, 2019
322,037
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2018 Filed on Jan 17, 2019
40,162
N/A
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