BWM
SGFY

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

BerganKDV Wealth Management’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
2022
Q1 		– Sell
-33
Closed – – 1129
2021
Q4 		$0 Buy
+33
New +$511 ﹤0.01% 1145

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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

BerganKDV Wealth Management's SGFY Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Signify Health, Inc. (SGFY) in Q1 2022, closing a stake of 33 shares.

BerganKDV Wealth Management first reported a position in SGFY in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 142 funds tracked by Wall St. Rank hold SGFY as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Signify Health, Inc. position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 33 Signify Health, Inc. shares in Q1 2022.
  • BerganKDV Wealth Management first reported a position in Signify Health, Inc. in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Signify Health, Inc. position peaked at $0 in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.