EWA
SGFY

EverSource Wealth Advisors’s Signify Health, Inc. SGFY Stock Holding History

EverSource Wealth Advisors’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
2022
Q1 		– Sell
-216
Closed -$3K – 1902
2021
Q4 		$3K Buy
+216
New +$3.34K ﹤0.01% 1482

Other funds holding SGFY

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New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GH
Grosvenor Holdings Chicago, Illinois $512M AUM 19.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

EverSource Wealth Advisors's SGFY Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2022, closing a stake of 216 shares — an estimated $3K sold.

EverSource Wealth Advisors first reported a position in SGFY in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 142 funds tracked by Wall St. Rank hold SGFY as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining Signify Health, Inc. position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 216 Signify Health, Inc. shares in Q1 2022, an estimated $3K.
  • EverSource Wealth Advisors first reported a position in Signify Health, Inc. in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's Signify Health, Inc. position peaked at $3K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.