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Navigation Wealth Management’s Butterfly Network BFLY Stock Holding History

Navigation 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
2022
Q4 		– Sell
-100
Closed – – 10
2022
Q3 		$0 Hold
100
– – ﹤0.01% 35
2022
Q2 		$0 Hold
100
– – ﹤0.01% 34
2022
Q1 		$0 Buy
+100
New +$549 ﹤0.01% 44
2021
Q4 		– Sell
-100
Closed -$2K – 58
2021
Q3 		$2K Hold
100
– – 0.01% 63
2021
Q2 		$1K Hold
100
– – ﹤0.01% 60
2021
Q1 		$2K Buy
+100
New +$1.98K ﹤0.01% 38

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Navigation Wealth Management's BFLY Position: Q4 2022 in Review

Navigation Wealth Management sold out of Butterfly Network (BFLY) in Q4 2022, closing a stake of 100 shares.

Navigation Wealth Management first reported a position in BFLY in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 199 funds tracked by Wall St. Rank hold BFLY as of Q4 2022.

  • Navigation Wealth Management reported no remaining Butterfly Network position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 100 Butterfly Network shares in Q4 2022.
  • Navigation Wealth Management first reported a position in Butterfly Network in Q1 2021 and held it in 6 quarters.
  • Navigation Wealth Management's Butterfly Network position peaked at $2K in Q3 2021.
  • 199 funds tracked by Wall St. Rank held Butterfly Network as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.