Invesco’s Signify Health, Inc. SGFY Stock Holding History

Invesco’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	-61,275	Closed	-$1.76M	–	4056
2022 Q4	$1.76M	Buy	61,275 +10,858	+22%	+$313K	﹤0.01%	2699
2022 Q3	$1.47M	Sell	50,417 -40,176	-44%	-$925K	﹤0.01%	2766
2022 Q2	$1.25M	Sell	90,593 -567,582	-86%	-$7.99M	﹤0.01%	2901
2022 Q1	$11.9M	Sell	658,175 -196,293	-23%	-$2.81M	﹤0.01%	1863
2021 Q4	$12.2M	Buy	854,468 +431,974	+102%	+$6.69M	﹤0.01%	1889
2021 Q3	$7.55M	Sell	422,494 -477,084	-53%	-$12.3M	﹤0.01%	2168
2021 Q2	$27.4M	Buy	899,578 +28,245	+3%	+$776K	0.01%	1406
2021 Q1	$25.5M	Buy	+871,333	New	+$27M	0.01%	1392

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 $484M AUM 15.17% 1-Year Est. Return

FCA

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

Invesco's SGFY Position: Q1 2023 in Review

Invesco sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 61,275 shares — an estimated $1.76M sold.

Invesco first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $27.4M in Q2 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Invesco reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Invesco sold 61,275 Signify Health, Inc. shares in Q1 2023, an estimated $1.76M.
Invesco first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
Invesco's Signify Health, Inc. position peaked at $27.4M in Q2 2021.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Invesco's 13F filing for Q1 2023, filed 12 May 2023.