Carson Wealth (CWM LLC)
BFYT

Carson Wealth (CWM LLC)’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17
Closed – – 3422
2018
Q4 		$0 Buy
+17
New +$682 ﹤0.01% 2323

Other funds holding BFYT

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BFYT Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q1 2019, closing a stake of 17 shares.

Carson Wealth (CWM LLC) first reported a position in BFYT in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 141 funds tracked by Wall St. Rank hold BFYT as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 Benefytt Technologies, Inc. Class A Common Stock shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Benefytt Technologies, Inc. Class A Common Stock position peaked at $0 in Q4 2018.
  • 141 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.