CIA
SGFY

Capital Impact Advisors’s Signify Health, Inc. SGFY Stock Holding History

Capital Impact Advisors’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
-4,348
Closed -$125K – 247
2022
Q4 		$125K Hold
4,348
– – 0.12% 212
2022
Q3 		$125K Buy
+4,348
New +$100K 0.12% 215

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 $484M AUM 15.17% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Capital Impact Advisors's SGFY Position: Q1 2023 in Review

Capital Impact Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 4,348 shares — an estimated $125K sold.

Capital Impact Advisors first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $125K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Capital Impact Advisors reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Capital Impact Advisors sold 4,348 Signify Health, Inc. shares in Q1 2023, an estimated $125K.
  • Capital Impact Advisors first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Capital Impact Advisors's Signify Health, Inc. position peaked at $125K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Capital Impact Advisors's 13F filing for Q1 2023, filed 23 May 2023.