Creative Planning’s Signify Health, Inc. SGFY Stock Holding History

Creative Planning’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	-65,435	Closed	-$1.88M	–	2813
2022 Q4	$1.88M	Buy	+65,435	New	+$1.89M	﹤0.01%	770

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

Creative Planning's SGFY Position: Q1 2023 in Review

Creative Planning sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 65,435 shares — an estimated $1.88M sold.

Creative Planning first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $1.88M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Creative Planning reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 65,435 Signify Health, Inc. shares in Q1 2023, an estimated $1.88M.
Creative Planning first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
Creative Planning's Signify Health, Inc. position peaked at $1.88M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

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