Carson Wealth (CWM LLC)’s Signify Health, Inc. SGFY Stock Holding History

Carson Wealth (CWM 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
2023 Q1	–	Sell	-50	Closed	-$1K	–	4466
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	3925
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	3855
2022 Q2	$1K	Sell	50 -13	-21%	-$183	﹤0.01%	3722
2022 Q1	$1K	Buy	63 +54	+600%	+$774	﹤0.01%	3470
2021 Q4	$0	Buy	+9	New	+$139	﹤0.01%	3704

Other funds holding SGFY

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s SGFY Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SGFY in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 50 Signify Health, Inc. shares in Q1 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Signify Health, Inc. in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Signify Health, Inc. position peaked at $1K in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.