AWE
SGFY

Avidian Wealth Enterprises’s Signify Health, Inc. SGFY Stock Holding History

Avidian Wealth Enterprises’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
2021
Q4 		– Sell
-12,500
Closed -$193K – 570
2021
Q3 		$223K Buy
12,500
+3,500
+39% +$90K 0.02% 344
2021
Q2 		$274K Sell
9,000
-1,000
-10% -$27.5K 0.02% 325
2021
Q1 		$293K Buy
+10,000
New +$309K 0.03% 290

Other funds holding SGFY

NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GH
Grosvenor Holdings Chicago, Illinois $512M AUM 19.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Avidian Wealth Enterprises's SGFY Position: Q4 2021 in Review

Avidian Wealth Enterprises sold out of Signify Health, Inc. (SGFY) in Q4 2021, closing a stake of 12,500 shares — an estimated $193K sold.

Avidian Wealth Enterprises first reported a position in SGFY in Q1 2021 and held it in 3 quarters. The position peaked at $293K in Q1 2021. 122 funds tracked by Wall St. Rank hold SGFY as of Q4 2021.

  • Avidian Wealth Enterprises reported no remaining Signify Health, Inc. position as of Q4 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,500 Signify Health, Inc. shares in Q4 2021, an estimated $193K.
  • Avidian Wealth Enterprises first reported a position in Signify Health, Inc. in Q1 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Signify Health, Inc. position peaked at $293K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q4 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2021, filed 14 Feb 2022.