JMPWA
SGFY

JP Morgan Private Wealth Advisors’s Signify Health, Inc. SGFY Stock Holding History

JP Morgan Private 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
2023
Q1 		– Sell
-14,030
Closed -$402K – 2021
2022
Q4 		$402K Sell
14,030
-8,840
-39% -$255K ﹤0.01% 1553
2022
Q3 		$667K Buy
22,870
+6,742
+42% +$155K ﹤0.01% 1334
2022
Q2 		$223K Buy
+16,128
New +$227K ﹤0.01% 1781
2021
Q4 		– Sell
-16,122
Closed -$288K – 2055
2021
Q3 		$288K Sell
16,122
-11,555
-42% -$297K ﹤0.01% 1713
2021
Q2 		$842K Buy
+27,677
New +$761K ﹤0.01% 1273

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

JP Morgan Private Wealth Advisors's SGFY Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 14,030 shares — an estimated $402K sold.

JP Morgan Private Wealth Advisors first reported a position in SGFY in Q2 2021 and held it in 5 quarters. The position peaked at $842K in Q2 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,030 Signify Health, Inc. shares in Q1 2023, an estimated $402K.
  • JP Morgan Private Wealth Advisors first reported a position in Signify Health, Inc. in Q2 2021 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Signify Health, Inc. position peaked at $842K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.