First Trust Advisors
SGFY

First Trust Advisors’s Signify Health, Inc. SGFY Stock Holding History

First Trust 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
2023
Q1 		– Sell
-1,008,250
Closed -$28.9M – 2509
2022
Q4 		$28.9M Buy
1,008,250
+111,200
+12% +$3.21M 0.03% 588
2022
Q3 		$26.1M Buy
+897,050
New +$20.7M 0.03% 590

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

First Trust Advisors's SGFY Position: Q1 2023 in Review

First Trust Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1,008,250 shares — an estimated $28.9M sold.

First Trust Advisors first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $28.9M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • First Trust Advisors reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • First Trust Advisors sold 1,008,250 Signify Health, Inc. shares in Q1 2023, an estimated $28.9M.
  • First Trust Advisors first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • First Trust Advisors's Signify Health, Inc. position peaked at $28.9M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.