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Atria Wealth Solutions’s Butterfly Network BFLY Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-23,200
Closed -$53.4K – 1873
2023
Q2 		$53.4K Buy
+23,200
New +$51.8K ﹤0.01% 1813

Other funds holding BFLY

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atria Wealth Solutions's BFLY Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Butterfly Network (BFLY) in Q3 2023, closing a stake of 23,200 shares — an estimated $53.4K sold.

Atria Wealth Solutions first reported a position in BFLY in Q2 2023 and held it in 1 quarter. The position peaked at $53.4K in Q2 2023. 186 funds tracked by Wall St. Rank hold BFLY as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Butterfly Network position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,200 Butterfly Network shares in Q3 2023, an estimated $53.4K.
  • Atria Wealth Solutions first reported a position in Butterfly Network in Q2 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Butterfly Network position peaked at $53.4K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Butterfly Network as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.