TrueWealth LLC’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

TrueWealth 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 Q3	–	Sell	-445	Closed	-$12K	–	751
2019 Q2	$12K	Hold	445	–	–	0.01%	443
2019 Q1	$12K	Hold	445	–	–	0.01%	439
2018 Q4	$12K	Sell	445 -235	-35%	-$9.42K	0.01%	420
2018 Q3	$42K	Hold	680	–	–	0.02%	292
2018 Q2	$22K	Buy	+680	New	+$20.7K	0.01%	378

Other funds holding BFYT

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TrueWealth LLC's BFYT Position: Q3 2019 in Review

TrueWealth LLC sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2019, closing a stake of 445 shares — an estimated $12K sold.

TrueWealth LLC first reported a position in BFYT in Q2 2018 and held it in 5 quarters. The position peaked at $42K in Q3 2018. 118 funds tracked by Wall St. Rank hold BFYT as of Q3 2019.

TrueWealth LLC reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
TrueWealth LLC sold 445 Benefytt Technologies, Inc. Class A Common Stock shares in Q3 2019, an estimated $12K.
TrueWealth LLC first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q2 2018 and held it in 5 quarters.
TrueWealth LLC's Benefytt Technologies, Inc. Class A Common Stock position peaked at $42K in Q3 2018.
118 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.