FSI
SGFY

Flow State Investments’s Signify Health, Inc. SGFY Stock Holding History

Flow State Investments’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
-53,154
Closed -$1.52M – 215
2022
Q4 		$1.52M Buy
+53,154
New +$1.53M 1.33% 22

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

Flow State Investments's SGFY Position: Q1 2023 in Review

Flow State Investments sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 53,154 shares — an estimated $1.52M sold.

Flow State Investments first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $1.52M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Flow State Investments reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Flow State Investments sold 53,154 Signify Health, Inc. shares in Q1 2023, an estimated $1.52M.
  • Flow State Investments first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
  • Flow State Investments's Signify Health, Inc. position peaked at $1.52M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Flow State Investments's 13F filing for Q1 2023, filed 15 May 2023.