CWP
SGFY

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

Cyndeo 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
2023
Q1 		– Sell
-21,499
Closed -$616K – 337
2022
Q4 		$616K Buy
+21,499
New +$621K 0.07% 196

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

Cyndeo Wealth Partners's SGFY Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 21,499 shares — an estimated $616K sold.

Cyndeo Wealth Partners first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $616K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 21,499 Signify Health, Inc. shares in Q1 2023, an estimated $616K.
  • Cyndeo Wealth Partners first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Signify Health, Inc. position peaked at $616K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.