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Compass Wealth Management’s Butterfly Network BFLY Stock Holding History

Compass 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
-500
Closed -$590 – 386
2023
Q3 		$590 Hold
500
– – ﹤0.01% 385
2023
Q2 		$1.15K Hold
500
– – ﹤0.01% 394
2023
Q1 		$940 Hold
500
– – ﹤0.01% 402
2022
Q4 		$1.23K Buy
+500
New +$1.79K ﹤0.01% 401

Other funds holding BFLY

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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

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

Compass Wealth Management sold out of Butterfly Network (BFLY) in Q4 2023, closing a stake of 500 shares — an estimated $590 sold.

Compass Wealth Management first reported a position in BFLY in Q4 2022 and held it in 4 quarters. The position peaked at $1.23K in Q4 2022. 170 funds tracked by Wall St. Rank hold BFLY as of Q4 2023.

  • Compass Wealth Management reported no remaining Butterfly Network position as of Q4 2023 after selling out during the quarter.
  • Compass Wealth Management sold 500 Butterfly Network shares in Q4 2023, an estimated $590.
  • Compass Wealth Management first reported a position in Butterfly Network in Q4 2022 and held it in 4 quarters.
  • Compass Wealth Management's Butterfly Network position peaked at $1.23K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Butterfly Network as of Q4 2023.

Based on Compass Wealth Management's 13F filing for Q4 2023, filed 4 Jan 2024.