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Clearstead Advisors’s Butterfly Network BFLY Stock Holding History

Clearstead 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
2026
Q1 		$7.07K Hold
1,750
– – ﹤0.01% 1675
2025
Q4 		$6.65K Sell
1,750
-1
-0.1% -$3 ﹤0.01% 1967
2025
Q3 		$3.38K Buy
1,751
+1
+0.1% +$2 ﹤0.01% 2301
2025
Q2 		$3.5K Hold
1,750
– – ﹤0.01% 2209
2025
Q1 		$3.99K Hold
1,750
– – ﹤0.01% 1786
2024
Q4 		$5.46K Hold
1,750
– – ﹤0.01% 1705
2024
Q3 		$3.1K Hold
1,750
– – ﹤0.01% 1782
2024
Q2 		$1.47K Hold
1,750
– – ﹤0.01% 1852
2024
Q1 		$1.67K Hold
1,750
– – ﹤0.01% 1339
2023
Q4 		$1.89K Sell
1,750
-3,750
-68% -$3.71K ﹤0.01% 1296
2023
Q3 		$6.49K Sell
5,500
-5,090
-48% -$9.85K ﹤0.01% 1181
2023
Q2 		$24.4K Hold
10,590
– – ﹤0.01% 864
2023
Q1 		$19.9K Buy
10,590
+1,000
+10% +$2.34K ﹤0.01% 856
2022
Q4 		$23.6K Hold
9,590
– – ﹤0.01% 770
2022
Q3 		$45K Buy
9,590
+1,750
+22% +$9.24K ﹤0.01% 630
2022
Q2 		$24K Sell
7,840
-1,750
-18% -$6.04K ﹤0.01% 754
2022
Q1 		$46K Hold
9,590
– – ﹤0.01% 696
2021
Q4 		$64K Buy
9,590
+7,840
+448% +$68.9K ﹤0.01% 614
2021
Q3 		$18K Buy
1,750
+250
+17% +$2.89K ﹤0.01% 840
2021
Q2 		$22K Buy
1,500
+500
+50% +$6.75K ﹤0.01% 692
2021
Q1 		$17K Hold
1,000
– – ﹤0.01% 703
2020
Q4 		$20K Buy
+1,000
New +$12.8K ﹤0.01% 630

Other funds holding BFLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return