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

Avion Wealth’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 Q2	–	Sell	-50	Closed	-$1K	–	1106
2023 Q1	$1K	Hold	50	–	–	﹤0.01%	508
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	458
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	506
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	510
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	394
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	401
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	387
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	316
2021 Q1	$1K	Buy	+50	New	+$1.55K	﹤0.01%	344

Other funds holding SGFY

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Avion Wealth's SGFY Position: Q2 2023 in Review

Avion Wealth sold out of Signify Health, Inc. (SGFY) in Q2 2023, closing a stake of 50 shares — an estimated $1K sold.

Avion Wealth first reported a position in SGFY in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q2 2021. 1 fund tracked by Wall St. Rank holds SGFY as of Q2 2023.

Avion Wealth reported no remaining Signify Health, Inc. position as of Q2 2023 after selling out during the quarter.
Avion Wealth sold 50 Signify Health, Inc. shares in Q2 2023, an estimated $1K.
Avion Wealth first reported a position in Signify Health, Inc. in Q1 2021 and held it in 9 quarters.
Avion Wealth's Signify Health, Inc. position peaked at $2K in Q2 2021.
1 fund tracked by Wall St. Rank held Signify Health, Inc. as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.