1WM
BNFT

1900 Wealth Management’s Benefitfocus, Inc. BNFT Stock Holding History

1900 Wealth Management’s Portfolio BNFT Stock Details BNFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,000
Closed -$178K – 250
2021
Q3 		$178K Hold
16,000
– – 0.02% 212
2021
Q2 		$226K Hold
16,000
– – 0.02% 201
2021
Q1 		$221 Buy
+16,000
New +$230K 0.02% 163

Other funds holding BNFT

ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1900 Wealth Management's BNFT Position: Q4 2021 in Review

1900 Wealth Management sold out of Benefitfocus, Inc. (BNFT) in Q4 2021, closing a stake of 16,000 shares — an estimated $178K sold.

1900 Wealth Management first reported a position in BNFT in Q1 2021 and held it in 3 quarters. The position peaked at $226K in Q2 2021. 111 funds tracked by Wall St. Rank hold BNFT as of Q4 2021.

  • 1900 Wealth Management reported no remaining Benefitfocus, Inc. position as of Q4 2021 after selling out during the quarter.
  • 1900 Wealth Management sold 16,000 Benefitfocus, Inc. shares in Q4 2021, an estimated $178K.
  • 1900 Wealth Management first reported a position in Benefitfocus, Inc. in Q1 2021 and held it in 3 quarters.
  • 1900 Wealth Management's Benefitfocus, Inc. position peaked at $226K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q4 2021.

Based on 1900 Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.