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WR Wealth Planners’s Butterfly Network BFLY Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-60
Closed -$50 – 1149
2024
Q2 		$50 Hold
60
– – ﹤0.01% 1125
2024
Q1 		$65 Buy
+60
New +$64 ﹤0.01% 1155
2023
Q4 		– Sell
-60
Closed -$71 – 245
2023
Q3 		$71 Hold
60
– – ﹤0.01% 897
2023
Q2 		$138 Hold
60
– – ﹤0.01% 878
2023
Q1 		$113 Hold
60
– – ﹤0.01% 911
2022
Q4 		$148 Hold
60
– – ﹤0.01% 483
2022
Q3 		$282 Hold
60
– – ﹤0.01% 467
2022
Q2 		$184 Hold
60
– – ﹤0.01% 508
2022
Q1 		$286 Buy
+60
New +$329 ﹤0.01% 496

Other funds holding BFLY

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return

WR Wealth Planners's BFLY Position: Q3 2024 in Review

WR Wealth Planners sold out of Butterfly Network (BFLY) in Q3 2024, closing a stake of 60 shares — an estimated $50 sold.

WR Wealth Planners first reported a position in BFLY in Q1 2022 and held it in 9 quarters. The position peaked at $286 in Q1 2022. 150 funds tracked by Wall St. Rank hold BFLY as of Q3 2024.

  • WR Wealth Planners reported no remaining Butterfly Network position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 60 Butterfly Network shares in Q3 2024, an estimated $50.
  • WR Wealth Planners first reported a position in Butterfly Network in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Butterfly Network position peaked at $286 in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Butterfly Network as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.