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Signify Wealth Last Quarter Change: USA Stocks, Sold Out

Signify Wealth quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Signify Wealth opened 0 positions, added to 3, reduced 4, sold out of 3 and left 3 unchanged. The largest increase in value was TSLA (+$2,095,826); the largest decrease was MELI (-$223,664).

  • MELI: Country of operation —; Class COM; Shares 2024-09-30 109; Shares 2024-12-31 0.
  • HEI: Country of operation United States; Class COM; Shares 2024-09-30 781; Shares 2024-12-31 0.
  • RR: Country of operation United States; Class CL B; Shares 2024-09-30 25,000; Shares 2024-12-31 0.

Two Form 13F-HR filings compared (SEC CIK 1769062): 2024-09-30 (filed 2024-10-30) and 2024-12-31 (filed 2025-02-06). 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; share change is the position change.

StockCountry of operationClassShares 2024-09-30Shares 2024-12-31Share changeValue 2024-09-30Value 2024-12-31Value change
MELI
MERCADOLIBRE INC
COM1090-109$223,664$0-$223,664
HEI
HEICO CORP NEW
United StatesCOM7810-781$204,216$0-$204,216
RR
RICHTECH ROBOTICS INC
United StatesCL B25,0000-25,000$20,975$0-$20,975

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