Circle Wealth Management’s Flywire FLYW Stock Holding History

Circle Wealth Management’s Portfolio FLYW Stock Details FLYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,677	Closed	-$225K	–	162
2023 Q1	$225K	Buy	+7,677	New	+$202K	0.03%	154

Other funds holding FLYW

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Circle Wealth Management's FLYW Position: Q2 2023 in Review

Circle Wealth Management sold out of Flywire (FLYW) in Q2 2023, closing a stake of 7,677 shares — an estimated $225K sold.

Circle Wealth Management first reported a position in FLYW in Q1 2023 and held it in 1 quarter. The position peaked at $225K in Q1 2023. 236 funds tracked by Wall St. Rank hold FLYW as of Q2 2023.

Circle Wealth Management reported no remaining Flywire position as of Q2 2023 after selling out during the quarter.
Circle Wealth Management sold 7,677 Flywire shares in Q2 2023, an estimated $225K.
Circle Wealth Management first reported a position in Flywire in Q1 2023 and held it in 1 quarter.
Circle Wealth Management's Flywire position peaked at $225K in Q1 2023.
236 funds tracked by Wall St. Rank held Flywire as of Q2 2023.

Based on Circle Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.