SSG
SGFY

Summit Securities Group’s Signify Health, Inc. SGFY Stock Holding History

Summit Securities 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
-1
Closed – – 1422
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1473
2022
Q3 		$0 Buy
+1
New +$23 ﹤0.01% 1242

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

Summit Securities Group's SGFY Position: Q1 2023 in Review

Summit Securities Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Summit Securities Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 Signify Health, Inc. share in Q1 2023.
  • Summit Securities Group first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's Signify Health, Inc. position peaked at $0 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.