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Arete Wealth Advisors’s Butterfly Network BFLY Stock Holding History

Arete Wealth Advisors’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
-11,428
Closed -$12.3K – 416
2023
Q4 		$12.3K Buy
+11,428
New +$11.3K ﹤0.01% 733

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

Arete Wealth Advisors's BFLY Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Butterfly Network (BFLY) in Q1 2024, closing a stake of 11,428 shares — an estimated $12.3K sold.

Arete Wealth Advisors first reported a position in BFLY in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 172 funds tracked by Wall St. Rank hold BFLY as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Butterfly Network position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,428 Butterfly Network shares in Q1 2024, an estimated $12.3K.
  • Arete Wealth Advisors first reported a position in Butterfly Network in Q4 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Butterfly Network position peaked at $12.3K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.