AT
SGFY

American Trust’s Signify Health, Inc. SGFY Stock Holding History

American Trust’s Portfolio SGFY Stock Details SGFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,152
Closed -$234K – 502
2022
Q4 		$234K Sell
8,152
-37
-0.5% -$1.07K 0.02% 364
2022
Q3 		$239K Buy
+8,189
New +$189K 0.02% 337

Other funds holding SGFY

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

American Trust's SGFY Position: Q1 2023 in Review

American Trust sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 8,152 shares — an estimated $234K sold.

American Trust first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $239K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • American Trust reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • American Trust sold 8,152 Signify Health, Inc. shares in Q1 2023, an estimated $234K.
  • American Trust first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • American Trust's Signify Health, Inc. position peaked at $239K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on American Trust's 13F filing for Q1 2023, filed 22 May 2023.