Whittier Trust’s Butterfly Network BFLY Stock Holding History

Whittier Trust’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	-1,946	Closed	-$2.28K	–	1528
2023 Q3	$2.28K	Hold	1,946	–	–	﹤0.01%	1456
2023 Q2	$4.46K	Hold	1,946	–	–	﹤0.01%	1380
2023 Q1	$3.64K	Buy	+1,946	New	+$4.54K	﹤0.01%	1432
2022 Q1	–	Sell	-4,115	Closed	-$28K	–	1704
2021 Q4	$28K	Hold	4,115	–	–	﹤0.01%	1105
2021 Q3	$43K	Hold	4,115	–	–	﹤0.01%	966
2021 Q2	$60K	Buy	+4,115	New	+$55.5K	﹤0.01%	913
2021 Q1	–	Sell	-100	Closed	-$2K	–	1514
2020 Q4	$2K	Buy	+100	New	+$1.28K	﹤0.01%	1314

Other funds holding BFLY

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Whittier Trust's BFLY Position: Q4 2023 in Review

Whittier Trust sold out of Butterfly Network (BFLY) in Q4 2023, closing a stake of 1,946 shares — an estimated $2.28K sold.

Whittier Trust first reported a position in BFLY in Q4 2020 and held it in 7 quarters. The position peaked at $60K in Q2 2021. 170 funds tracked by Wall St. Rank hold BFLY as of Q4 2023.

Whittier Trust reported no remaining Butterfly Network position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 1,946 Butterfly Network shares in Q4 2023, an estimated $2.28K.
Whittier Trust first reported a position in Butterfly Network in Q4 2020 and held it in 7 quarters.
Whittier Trust's Butterfly Network position peaked at $60K in Q2 2021.
170 funds tracked by Wall St. Rank held Butterfly Network as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.