SVB Wealth’s Butterfly Network BFLY Stock Holding History

SVB Wealth’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	-25,649	Closed	-$63.1K	–	1013
2022 Q4	$63.1K	Sell	25,649 -1,350	-5%	-$4.84K	﹤0.01%	997
2022 Q3	$126K	Buy	+26,999	New	+$143K	﹤0.01%	895

Other funds holding BFLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's BFLY Position: Q1 2023 in Review

SVB Wealth sold out of Butterfly Network (BFLY) in Q1 2023, closing a stake of 25,649 shares — an estimated $63.1K sold.

SVB Wealth first reported a position in BFLY in Q3 2022 and held it in 2 quarters. The position peaked at $126K in Q3 2022. 181 funds tracked by Wall St. Rank hold BFLY as of Q1 2023.

SVB Wealth reported no remaining Butterfly Network position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 25,649 Butterfly Network shares in Q1 2023, an estimated $63.1K.
SVB Wealth first reported a position in Butterfly Network in Q3 2022 and held it in 2 quarters.
SVB Wealth's Butterfly Network position peaked at $126K in Q3 2022.
181 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.