Carroll Financial Associates’s Benefitfocus, Inc. BNFT Stock Holding History

Carroll Financial Associates’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	$6K	Buy	605 +275	+83%	+$2.95K	﹤0.01%	1316
2021 Q3	$3K	Hold	330	–	–	﹤0.01%	1516
2021 Q2	$4K	Hold	330	–	–	﹤0.01%	1500
2021 Q1	$4K	Hold	330	–	–	﹤0.01%	1429
2020 Q4	$4K	Hold	330	–	–	﹤0.01%	1316
2020 Q3	$3K	Hold	330	–	–	﹤0.01%	1307
2020 Q2	$3K	Hold	330	–	–	﹤0.01%	1325
2020 Q1	$2K	Hold	330	–	–	﹤0.01%	1330
2019 Q4	$7K	Buy	+330	New	+$7.47K	﹤0.01%	1192

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Carroll Financial Associates's BNFT Position: Q4 2021 in Review

Carroll Financial Associates increased its Benefitfocus, Inc. (BNFT) stake by 83% in Q4 2021, buying an estimated $2.95K and bringing the position to 605 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Carroll Financial Associates first reported a position in BNFT in Q4 2019 and has held it in 9 quarters since. The position peaked at $7K in Q4 2019. 111 funds tracked by Wall St. Rank hold BNFT as of Q4 2021.

Carroll Financial Associates held 605 shares of Benefitfocus, Inc. worth $6K as of Q4 2021.
Carroll Financial Associates bought 275 Benefitfocus, Inc. shares in Q4 2021, an estimated $2.95K.
Benefitfocus, Inc. made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1316 holding.
Carroll Financial Associates first reported a position in Benefitfocus, Inc. in Q4 2019 and has held it in 9 quarters since.
Carroll Financial Associates's Benefitfocus, Inc. position peaked at $7K in Q4 2019.
111 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.