EWM
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Evermay Wealth Management’s Butterfly Network BFLY Stock Holding History

Evermay 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
Q1 		– Sell
-10
Closed -$25 – 544
2022
Q4 		$25 Hold
10
– – ﹤0.01% 565
2022
Q3 		$0 Buy
+10
New +$53 ﹤0.01% 514

Other funds holding BFLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evermay Wealth Management's BFLY Position: Q1 2023 in Review

Evermay Wealth Management sold out of Butterfly Network (BFLY) in Q1 2023, closing a stake of 10 shares — an estimated $25 sold.

Evermay Wealth Management first reported a position in BFLY in Q3 2022 and held it in 2 quarters. The position peaked at $25 in Q4 2022. 181 funds tracked by Wall St. Rank hold BFLY as of Q1 2023.

  • Evermay Wealth Management reported no remaining Butterfly Network position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 10 Butterfly Network shares in Q1 2023, an estimated $25.
  • Evermay Wealth Management first reported a position in Butterfly Network in Q3 2022 and held it in 2 quarters.
  • Evermay Wealth Management's Butterfly Network position peaked at $25 in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.