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

Bogart Wealth LLC’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 Q4	–	Sell	-75	Closed	-$2K	–	1233
2022 Q3	$2K	Buy	+75	New	+$1.73K	﹤0.01%	854

Other funds holding SGFY

NMC

New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bogart Wealth LLC's SGFY Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Signify Health, Inc. (SGFY) in Q4 2022, closing a stake of 75 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in SGFY in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 205 funds tracked by Wall St. Rank hold SGFY as of Q4 2022.

Bogart Wealth LLC reported no remaining Signify Health, Inc. position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 75 Signify Health, Inc. shares in Q4 2022, an estimated $2K.
Bogart Wealth LLC first reported a position in Signify Health, Inc. in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Signify Health, Inc. position peaked at $2K in Q3 2022.
205 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.