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Centric Wealth Management’s Butterfly Network BFLY Stock Holding History

Centric 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
2023
Q4 		– Sell
-200,512
Closed -$237K – 159
2023
Q3 		$237K Buy
+200,512
New +$388K 0.1% 105

Other funds holding BFLY

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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centric Wealth Management's BFLY Position: Q4 2023 in Review

Centric Wealth Management sold out of Butterfly Network (BFLY) in Q4 2023, closing a stake of 200,512 shares — an estimated $237K sold.

Centric Wealth Management first reported a position in BFLY in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 170 funds tracked by Wall St. Rank hold BFLY as of Q4 2023.

  • Centric Wealth Management reported no remaining Butterfly Network position as of Q4 2023 after selling out during the quarter.
  • Centric Wealth Management sold 200,512 Butterfly Network shares in Q4 2023, an estimated $237K.
  • Centric Wealth Management first reported a position in Butterfly Network in Q3 2023 and held it in 1 quarter.
  • Centric Wealth Management's Butterfly Network position peaked at $237K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Butterfly Network as of Q4 2023.

Based on Centric Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.