WANY
SGFY

Wealthspire Advisors (New York)’s Signify Health, Inc. SGFY Stock Holding History

Wealthspire Advisors (New York)’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
-7,599
Closed -$218K – 600
2022
Q4 		$218K Buy
7,599
+17
+0.2% +$491 ﹤0.01% 524
2022
Q3 		$221K Buy
+7,582
New +$175K ﹤0.01% 463

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 $537M AUM 18.24% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s SGFY Position: Q1 2023 in Review

Wealthspire Advisors (New York) sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 7,599 shares — an estimated $218K sold.

Wealthspire Advisors (New York) first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $221K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Wealthspire Advisors (New York) reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,599 Signify Health, Inc. shares in Q1 2023, an estimated $218K.
  • Wealthspire Advisors (New York) first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Signify Health, Inc. position peaked at $221K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2023, filed 9 May 2023.