TWM
SGFY

TriaGen Wealth Management’s Signify Health, Inc. SGFY Stock Holding History

TriaGen Wealth Management’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
-17,226
Closed -$494K – 191
2022
Q4 		$494K Sell
17,226
-341
-2% -$9.84K 0.27% 92
2022
Q3 		$512K Buy
+17,567
New +$405K 0.28% 88

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

TriaGen Wealth Management's SGFY Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 17,226 shares — an estimated $494K sold.

TriaGen Wealth Management first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $512K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 17,226 Signify Health, Inc. shares in Q1 2023, an estimated $494K.
  • TriaGen Wealth Management first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Signify Health, Inc. position peaked at $512K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.