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

LPL Financial’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	-49,345	Closed	-$1.41M	–	4643
2022 Q4	$1.41M	Buy	49,345 +1,681	+4%	+$48.5K	﹤0.01%	2367
2022 Q3	$1.39M	Buy	+47,664	New	+$1.1M	﹤0.01%	2275
2021 Q4	–	Sell	-13,585	Closed	-$243K	–	4489
2021 Q3	$243K	Buy	13,585 +1,211	+10%	+$31.1K	﹤0.01%	3812
2021 Q2	$377K	Buy	12,374 +4,463	+56%	+$123K	﹤0.01%	3401
2021 Q1	$231K	Buy	+7,911	New	+$245K	﹤0.01%	3665

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

LPL Financial's SGFY Position: Q1 2023 in Review

LPL Financial sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 49,345 shares — an estimated $1.41M sold.

LPL Financial first reported a position in SGFY in Q1 2021 and held it in 5 quarters. The position peaked at $1.41M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

LPL Financial reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
LPL Financial sold 49,345 Signify Health, Inc. shares in Q1 2023, an estimated $1.41M.
LPL Financial first reported a position in Signify Health, Inc. in Q1 2021 and held it in 5 quarters.
LPL Financial's Signify Health, Inc. position peaked at $1.41M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.