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LWM Advisory Services’s Butterfly Network BFLY Stock Holding History

LWM Advisory Services’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
-1,975
Closed -$2.33K – 87
2023
Q3 		$2.33K Buy
+1,975
New +$3.82K ﹤0.01% 141

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

LWM Advisory Services's BFLY Position: Q4 2023 in Review

LWM Advisory Services sold out of Butterfly Network (BFLY) in Q4 2023, closing a stake of 1,975 shares — an estimated $2.33K sold.

LWM Advisory Services first reported a position in BFLY in Q3 2023 and held it in 1 quarter. The position peaked at $2.33K in Q3 2023. 170 funds tracked by Wall St. Rank hold BFLY as of Q4 2023.

  • LWM Advisory Services reported no remaining Butterfly Network position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,975 Butterfly Network shares in Q4 2023, an estimated $2.33K.
  • LWM Advisory Services first reported a position in Butterfly Network in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Butterfly Network position peaked at $2.33K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Butterfly Network as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.