C
SGFY

Covestor’s Signify Health, Inc. SGFY Stock Holding History

Covestor’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
-304
Closed -$9K – 2775
2022
Q4 		$9K Buy
304
+289
+1,927% +$8.34K 0.01% 1398
2022
Q3 		$0 Sell
15
-12
-44% -$276 ﹤0.01% 2819
2022
Q2 		$0 Sell
27
-3
-10% -$42 ﹤0.01% 2520
2022
Q1 		$1K Sell
30
-31
-51% -$444 ﹤0.01% 2028
2021
Q4 		$1K Buy
+61
New +$944 ﹤0.01% 2047

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

Covestor's SGFY Position: Q1 2023 in Review

Covestor sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 304 shares — an estimated $9K sold.

Covestor first reported a position in SGFY in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Covestor reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 304 Signify Health, Inc. shares in Q1 2023, an estimated $9K.
  • Covestor first reported a position in Signify Health, Inc. in Q4 2021 and held it in 5 quarters.
  • Covestor's Signify Health, Inc. position peaked at $9K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.