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U.S. Capital Wealth Advisors’s Butterfly Network BFLY Stock Holding History

U.S. Capital Wealth Advisors’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
-5,000
Closed -$12.3K – 730
2022
Q4 		$12.3K Buy
+5,000
New +$17.9K ﹤0.01% 1224

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

U.S. Capital Wealth Advisors's BFLY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Butterfly Network (BFLY) in Q1 2023, closing a stake of 5,000 shares — an estimated $12.3K sold.

U.S. Capital Wealth Advisors first reported a position in BFLY in Q4 2022 and held it in 1 quarter. The position peaked at $12.3K in Q4 2022. 181 funds tracked by Wall St. Rank hold BFLY as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Butterfly Network position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 5,000 Butterfly Network shares in Q1 2023, an estimated $12.3K.
  • U.S. Capital Wealth Advisors first reported a position in Butterfly Network in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Butterfly Network position peaked at $12.3K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Butterfly Network as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.