Harbor Investment Advisory’s Signify Health, Inc. SGFY Stock Holding History

Harbor Investment Advisory’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	-1,171	Closed	-$33.6K	–	1379
2022 Q4	$33.6K	Hold	1,171	–	–	0.01%	786
2022 Q3	$34K	Hold	1,171	–	–	0.01%	790
2022 Q2	$16K	Hold	1,171	–	–	﹤0.01%	954
2022 Q1	$21K	Hold	1,171	–	–	﹤0.01%	928
2021 Q4	$17K	Hold	1,171	–	–	﹤0.01%	970
2021 Q3	$21K	Buy	+1,171	New	+$30.1K	﹤0.01%	940

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 $537M AUM 18.24% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Harbor Investment Advisory's SGFY Position: Q1 2023 in Review

Harbor Investment Advisory sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1,171 shares — an estimated $33.6K sold.

Harbor Investment Advisory first reported a position in SGFY in Q3 2021 and held it in 6 quarters. The position peaked at $34K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Harbor Investment Advisory reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,171 Signify Health, Inc. shares in Q1 2023, an estimated $33.6K.
Harbor Investment Advisory first reported a position in Signify Health, Inc. in Q3 2021 and held it in 6 quarters.
Harbor Investment Advisory's Signify Health, Inc. position peaked at $34K in Q3 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.