Bank of America’s Signify Health, Inc. SGFY Stock Holding History

Bank of America’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	-222,592	Closed	-$6.38M	–	8527
2022 Q4	$6.38M	Sell	222,592 -196,293	-47%	-$5.67M	﹤0.01%	3158
2022 Q3	$12.2M	Buy	418,885 +230,387	+122%	+$5.31M	﹤0.01%	2414
2022 Q2	$2.6M	Sell	188,498 -295,642	-61%	-$4.16M	﹤0.01%	4063
2022 Q1	$8.79M	Buy	484,140 +261,623	+118%	+$3.75M	﹤0.01%	2982
2021 Q4	$3.16M	Sell	222,517 -114,147	-34%	-$1.77M	﹤0.01%	4106
2021 Q3	$6.02M	Buy	336,664 +326,332	+3,158%	+$8.39M	﹤0.01%	3379
2021 Q2	$315K	Buy	10,332 +9,203	+815%	+$253K	﹤0.01%	5769
2021 Q1	$33K	Buy	+1,129	New	+$34.9K	﹤0.01%	6761

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 $537M AUM 18.24% 1-Year Est. Return

FCA

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

Bank of America's SGFY Position: Q1 2023 in Review

Bank of America sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 222,592 shares — an estimated $6.38M sold.

Bank of America first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $12.2M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Bank of America reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Bank of America sold 222,592 Signify Health, Inc. shares in Q1 2023, an estimated $6.38M.
Bank of America first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
Bank of America's Signify Health, Inc. position peaked at $12.2M in Q3 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.