Wells Fargo
SGFY

Wells Fargo’s Signify Health, Inc. SGFY Stock Holding History

Wells Fargo’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
-30,460
Closed -$873K – 7838
2022
Q4 		$873K Buy
30,460
+26,810
+735% +$774K ﹤0.01% 3329
2022
Q3 		$106K Sell
3,650
-336
-8% -$7.74K ﹤0.01% 4575
2022
Q2 		$55K Sell
3,986
-667
-14% -$9.39K ﹤0.01% 4980
2022
Q1 		$85K Buy
4,653
+1,440
+45% +$20.6K ﹤0.01% 5407
2021
Q4 		$46K Sell
3,213
-373
-10% -$5.77K ﹤0.01% 6011
2021
Q3 		$64K Buy
3,586
+382
+12% +$9.82K ﹤0.01% 5540
2021
Q2 		$98K Buy
3,204
+841
+36% +$23.1K ﹤0.01% 5310
2021
Q1 		$69K Buy
+2,363
New +$73.1K ﹤0.01% 5658

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

Wells Fargo's SGFY Position: Q1 2023 in Review

Wells Fargo sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 30,460 shares — an estimated $873K sold.

Wells Fargo first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $873K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Wells Fargo reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Wells Fargo sold 30,460 Signify Health, Inc. shares in Q1 2023, an estimated $873K.
  • Wells Fargo first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Wells Fargo's Signify Health, Inc. position peaked at $873K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Wells Fargo's 13F filing for Q1 2023, filed 12 May 2023.