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

Ellevest Inc’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	-28	Closed	-$802	–	2110
2022 Q4	$802	Sell	28 -15	-35%	-$433	﹤0.01%	1554
2022 Q3	$1K	Buy	+43	New	+$990	﹤0.01%	1559
2022 Q1	–	Sell	-12	Closed	–	–	1703
2021 Q4	$0	Buy	+12	New	+$186	﹤0.01%	1734

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

Ellevest Inc's SGFY Position: Q1 2023 in Review

Ellevest Inc sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 28 shares — an estimated $802 sold.

Ellevest Inc first reported a position in SGFY in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Ellevest Inc reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 28 Signify Health, Inc. shares in Q1 2023, an estimated $802.
Ellevest Inc first reported a position in Signify Health, Inc. in Q4 2021 and held it in 3 quarters.
Ellevest Inc's Signify Health, Inc. position peaked at $1K in Q3 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.