Accel Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Accel Wealth Management’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-232	Closed	-$371	–	937
2023 Q1	$371	Hold	232	–	–	﹤0.01%	1225
2022 Q4	$462	Hold	232	–	–	﹤0.01%	1021
2022 Q3	$1K	Hold	232	–	–	﹤0.01%	1040
2022 Q2	$1K	Sell	232 -1	-0.4%	-$6	﹤0.01%	1001
2022 Q1	$2K	Hold	233	–	–	﹤0.01%	893
2021 Q4	$5K	Hold	233	–	–	﹤0.01%	828
2021 Q3	$8K	Buy	+233	New	+$8.53K	0.01%	693

Other funds holding SRGA

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Accel Wealth Management's SRGA Position: Q2 2023 in Review

Accel Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2023, closing a stake of 232 shares — an estimated $371 sold.

Accel Wealth Management first reported a position in SRGA in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 25 funds tracked by Wall St. Rank hold SRGA as of Q2 2023.

Accel Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 232 Surgalign Holdings, Inc. Common Stock shares in Q2 2023, an estimated $371.
Accel Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2021 and held it in 7 quarters.
Accel Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $8K in Q3 2021.
25 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.