CWP
SGFY

Concord Wealth Partners’s Signify Health, Inc. SGFY Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-115
Closed -$2K – 1419
2022
Q1 		$2K Buy
+115
New +$1.65K ﹤0.01% 1155

Other funds holding SGFY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Concord Wealth Partners's SGFY Position: Q2 2022 in Review

Concord Wealth Partners sold out of Signify Health, Inc. (SGFY) in Q2 2022, closing a stake of 115 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in SGFY in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 134 funds tracked by Wall St. Rank hold SGFY as of Q2 2022.

  • Concord Wealth Partners reported no remaining Signify Health, Inc. position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 115 Signify Health, Inc. shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Signify Health, Inc. in Q1 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Signify Health, Inc. position peaked at $2K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.