Bank of America
SGFY

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
2021
Q4 		– Sell
-71,100
Closed -$1.27M – 8874
2021
Q3 		$1.27M Buy
+71,100
New +$1.83M ﹤0.01% 4845

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 $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.