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Avantax Advisory Services’s Butterfly Network BFLY Stock Holding History

Avantax Advisory Services’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
-15,800
Closed -$17.1K – 1655
2023
Q4 		$17.1K Hold
15,800
– – ﹤0.01% 1561
2023
Q3 		$18.6K Buy
+15,800
New +$30.6K ﹤0.01% 1531

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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

Avantax Advisory Services's BFLY Position: Q1 2024 in Review

Avantax Advisory Services sold out of Butterfly Network (BFLY) in Q1 2024, closing a stake of 15,800 shares — an estimated $17.1K sold.

Avantax Advisory Services first reported a position in BFLY in Q3 2023 and held it in 2 quarters. The position peaked at $18.6K in Q3 2023. 172 funds tracked by Wall St. Rank hold BFLY as of Q1 2024.

  • Avantax Advisory Services reported no remaining Butterfly Network position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 15,800 Butterfly Network shares in Q1 2024, an estimated $17.1K.
  • Avantax Advisory Services first reported a position in Butterfly Network in Q3 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Butterfly Network position peaked at $18.6K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.