Envestnet Asset Management
SGFY

Envestnet Asset Management’s Signify Health, Inc. SGFY Stock Holding History

Envestnet Asset Management’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
-13,349
Closed -$383K – 4163
2022
Q4 		$383K Sell
13,349
-27,009
-67% -$780K ﹤0.01% 3264
2022
Q3 		$1.18M Buy
40,358
+6,056
+18% +$139K ﹤0.01% 2435
2022
Q2 		$473K Buy
34,302
+20,252
+144% +$285K ﹤0.01% 3082
2022
Q1 		$255K Buy
+14,050
New +$201K ﹤0.01% 3544
2021
Q4 		– Sell
-14,286
Closed -$255K – 3973
2021
Q3 		$255K Sell
14,286
-9,521
-40% -$245K ﹤0.01% 3389
2021
Q2 		$724K Buy
23,807
+5,217
+28% +$143K ﹤0.01% 2737
2021
Q1 		$544K Buy
+18,590
New +$575K ﹤0.01% 2794

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

Envestnet Asset Management's SGFY Position: Q1 2023 in Review

Envestnet Asset Management sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 13,349 shares — an estimated $383K sold.

Envestnet Asset Management first reported a position in SGFY in Q1 2021 and held it in 7 quarters. The position peaked at $1.18M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Envestnet Asset Management reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 13,349 Signify Health, Inc. shares in Q1 2023, an estimated $383K.
  • Envestnet Asset Management first reported a position in Signify Health, Inc. in Q1 2021 and held it in 7 quarters.
  • Envestnet Asset Management's Signify Health, Inc. position peaked at $1.18M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.