Ameriprise’s Signify Health, Inc. SGFY Stock Holding History

Ameriprise’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	-85,138	Closed	-$2.44M	–	4061
2022 Q4	$2.44M	Buy	85,138 +5,457	+7%	+$158K	﹤0.01%	2717
2022 Q3	$2.32M	Buy	79,681 +69,032	+648%	+$1.59M	﹤0.01%	2720
2022 Q2	$147K	Buy	10,649 +518	+5%	+$7.29K	﹤0.01%	3731
2022 Q1	$184K	Buy	+10,131	New	+$145K	﹤0.01%	3770
2021 Q4	–	Sell	-311,830	Closed	-$5.57M	–	4076
2021 Q3	$5.57M	Sell	311,830 -63,404	-17%	-$1.63M	﹤0.01%	2323
2021 Q2	$11.4M	Sell	375,234 -20,940	-5%	-$576K	﹤0.01%	1833
2021 Q1	$11.6M	Buy	+396,174	New	+$12.3M	﹤0.01%	1753

Other funds holding SGFY

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Ameriprise's SGFY Position: Q1 2023 in Review

Ameriprise sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 85,138 shares — an estimated $2.44M sold.

Ameriprise first reported a position in SGFY in Q1 2021 and held it in 7 quarters. The position peaked at $11.6M in Q1 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Ameriprise reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Ameriprise sold 85,138 Signify Health, Inc. shares in Q1 2023, an estimated $2.44M.
Ameriprise first reported a position in Signify Health, Inc. in Q1 2021 and held it in 7 quarters.
Ameriprise's Signify Health, Inc. position peaked at $11.6M in Q1 2021.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Ameriprise's 13F filing for Q1 2023, filed 15 May 2023.