CAPTRUST Financial Advisors
SGFY

CAPTRUST Financial Advisors’s Signify Health, Inc. SGFY Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-469
Closed -$6K – 4482
2022
Q2 		$6K Sell
469
-28
-6% -$394 ﹤0.01% 4032
2022
Q1 		$9K Sell
497
-859
-63% -$12.3K ﹤0.01% 3873
2021
Q4 		$19K Buy
+1,356
New +$21K ﹤0.01% 3330

Other funds holding SGFY

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

CAPTRUST Financial Advisors's SGFY Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Signify Health, Inc. (SGFY) in Q3 2022, closing a stake of 469 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in SGFY in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 205 funds tracked by Wall St. Rank hold SGFY as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Signify Health, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 469 Signify Health, Inc. shares in Q3 2022, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in Signify Health, Inc. in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Signify Health, Inc. position peaked at $19K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.