VFA
SGFY

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

Valeo Financial 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
2022
Q3 		– Sell
-13,900
Closed -$192K – 554
2022
Q2 		$192K Hold
13,900
– – 0.01% 440
2022
Q1 		$252K Sell
13,900
-12
-0.1% -$172 0.01% 495
2021
Q4 		$198K Hold
13,912
– – 0.01% 521
2021
Q3 		$249K Buy
+13,912
New +$358K 0.01% 441

Other funds holding SGFY

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Valeo Financial Advisors's SGFY Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Signify Health, Inc. (SGFY) in Q3 2022, closing a stake of 13,900 shares — an estimated $192K sold.

Valeo Financial Advisors first reported a position in SGFY in Q3 2021 and held it in 4 quarters. The position peaked at $252K in Q1 2022. 205 funds tracked by Wall St. Rank hold SGFY as of Q3 2022.

  • Valeo Financial Advisors reported no remaining Signify Health, Inc. position as of Q3 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,900 Signify Health, Inc. shares in Q3 2022, an estimated $192K.
  • Valeo Financial Advisors first reported a position in Signify Health, Inc. in Q3 2021 and held it in 4 quarters.
  • Valeo Financial Advisors's Signify Health, Inc. position peaked at $252K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.