Private Trust Company’s Signify Health, Inc. SGFY Stock Holding History

Private Trust Company’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	-81	Closed	-$2K	–	2388
2022 Q4	$2K	Buy	+81	New	+$2.34K	﹤0.01%	2063

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

Private Trust Company's SGFY Position: Q1 2023 in Review

Private Trust Company sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 81 shares — an estimated $2K sold.

Private Trust Company first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Private Trust Company reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Private Trust Company sold 81 Signify Health, Inc. shares in Q1 2023, an estimated $2K.
Private Trust Company first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
Private Trust Company's Signify Health, Inc. position peaked at $2K in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.