Charles Schwab’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-154,023
| Closed | -$3.15M | – | 3381 |
|
|
2020
Q2 | $3.15M | Buy |
154,023
+89,994
| +141% | +$1.91M | ﹤0.01% | 2256 |
|
|
2020
Q1 | $1.43M | Buy |
64,029
+1,210
| +2% | +$28.7K | ﹤0.01% | 2398 |
|
|
2019
Q4 | $1.21M | Buy |
62,819
+766
| +1% | +$17.3K | ﹤0.01% | 2542 |
|
|
2019
Q3 | $1.55M | Sell |
62,053
-40,083
| -39% | -$842K | ﹤0.01% | 2466 |
|
|
2019
Q2 | $2.65M | Sell |
102,136
-12,043
| -11% | -$303K | ﹤0.01% | 2275 |
|
|
2019
Q1 | $3.06M | Buy |
114,179
+2,905
| +3% | +$103K | ﹤0.01% | 2208 |
|
|
2018
Q4 | $2.98M | Buy |
111,274
+42,738
| +62% | +$1.71M | ﹤0.01% | 2170 |
|
|
2018
Q3 | $4.23M | Buy |
68,536
+6,809
| +11% | +$310K | ﹤0.01% | 2140 |
|
|
2018
Q2 | $2M | Buy |
61,727
+2,046
| +3% | +$62.4K | ﹤0.01% | 2378 |
|
|
2018
Q1 | $1.73M | Sell |
59,681
-4,170
| -7% | -$117K | ﹤0.01% | 2373 |
|
|
2017
Q4 | $1.59M | Buy |
63,851
+5,009
| +9% | +$112K | ﹤0.01% | 2379 |
|
|
2017
Q3 | $854K | Buy |
58,842
+40,142
| +215% | +$1.11M | ﹤0.01% | 2547 |
|
|
2017
Q2 | $440K | Buy |
+18,700
| New | +$373K | ﹤0.01% | 2735 |
|
Charles Schwab's BFYT Position: Q3 2020 in Review
Charles Schwab sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2020, closing a stake of 154,023 shares — an estimated $3.15M sold.
Charles Schwab first reported a position in BFYT in Q2 2017 and held it in 13 quarters. The position peaked at $4.23M in Q3 2018. 0 funds tracked by Wall St. Rank hold BFYT as of Q3 2020.
- Charles Schwab reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
- Charles Schwab sold 154,023 Benefytt Technologies, Inc. Class A Common Stock shares in Q3 2020, an estimated $3.15M.
- Charles Schwab first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q2 2017 and held it in 13 quarters.
- Charles Schwab's Benefytt Technologies, Inc. Class A Common Stock position peaked at $4.23M in Q3 2018.
- 0 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2020.
Based on Charles Schwab's 13F filing for Q3 2020, filed 13 Nov 2020.