LFG
SGFY

Larson Financial Group’s Signify Health, Inc. SGFY Stock Holding History

Larson Financial Group’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
-50
Closed -$1.43K – 1612
2022
Q4 		$1.43K Hold
50
– – ﹤0.01% 1241
2022
Q3 		$1K Buy
+50
New +$1.15K ﹤0.01% 1276

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

Larson Financial Group's SGFY Position: Q1 2023 in Review

Larson Financial Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 50 shares — an estimated $1.43K sold.

Larson Financial Group first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $1.43K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Larson Financial Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 50 Signify Health, Inc. shares in Q1 2023, an estimated $1.43K.
  • Larson Financial Group first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Larson Financial Group's Signify Health, Inc. position peaked at $1.43K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.