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AE Wealth Management’s Butterfly Network BFLY Stock Holding History

AE Wealth Management’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,591
Closed -$13.5K – 1217
2023
Q4 		$13.5K Sell
13,591
-2,434
-15% -$2.41K ﹤0.01% 2021
2023
Q3 		$18.9K Buy
16,025
+893
+6% +$1.73K ﹤0.01% 1915
2023
Q2 		$34.8K Sell
15,132
-2,594
-15% -$5.8K ﹤0.01% 1851
2023
Q1 		$33.3K Sell
17,726
-261
-1% -$610 ﹤0.01% 1828
2022
Q4 		$44.2K Sell
17,987
-14,842
-45% -$53.3K ﹤0.01% 1752
2022
Q3 		$154K Buy
+32,829
New +$173K ﹤0.01% 1634

Other funds holding BFLY

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's BFLY Position: Q1 2024 in Review

AE Wealth Management sold out of Butterfly Network (BFLY) in Q1 2024, closing a stake of 13,591 shares — an estimated $13.5K sold.

AE Wealth Management first reported a position in BFLY in Q3 2022 and held it in 6 quarters. The position peaked at $154K in Q3 2022. 172 funds tracked by Wall St. Rank hold BFLY as of Q1 2024.

  • AE Wealth Management reported no remaining Butterfly Network position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,591 Butterfly Network shares in Q1 2024, an estimated $13.5K.
  • AE Wealth Management first reported a position in Butterfly Network in Q3 2022 and held it in 6 quarters.
  • AE Wealth Management's Butterfly Network position peaked at $154K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.