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Signify Wealth Historic Quarter Change: USA Stocks, Sold Out

Signify Wealth historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Signify Wealth opened 6 positions, added to 10, reduced 21 and sold out of 4.

  • Q4 2024: Stock MELI; Country of operation —; Class COM; Shares before 109.
  • Q4 2024: Stock HEI; Country of operation United States; Class COM; Shares before 781.
  • Q4 2024: Stock RR; Country of operation United States; Class CL B; Shares before 25,000.
  • Q2 2024: Stock NFLX; Country of operation United States; Class COM; Shares before 406.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1769062), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024MELI
MERCADOLIBRE INC
COM1090-109$223,664$0-$223,6642025-02-06
Q4 2024HEI
HEICO CORP NEW
United StatesCOM7810-781$204,216$0-$204,2162025-02-06
Q4 2024RR
RICHTECH ROBOTICS INC
United StatesCL B25,0000-25,000$20,975$0-$20,9752025-02-06
Q2 2024NFLX
NETFLIX INC
United StatesCOM4060-406$246,576$0-$246,5762024-07-22

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