OWA
SGFY

One Wealth Advisors’s Signify Health, Inc. SGFY Stock Holding History

One 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
-49,670
Closed -$1.42M – 633
2022
Q4 		$1.42M Buy
+49,670
New +$1.43M 0.33% 52

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

One Wealth Advisors's SGFY Position: Q1 2023 in Review

One Wealth Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 49,670 shares — an estimated $1.42M sold.

One Wealth Advisors first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $1.42M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • One Wealth Advisors reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 49,670 Signify Health, Inc. shares in Q1 2023, an estimated $1.42M.
  • One Wealth Advisors first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Signify Health, Inc. position peaked at $1.42M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.