Allworth Financial’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Allworth Financial’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 Q3	–	Sell	-3	Closed	-$1	–	3603
2023 Q2	$1	Hold	3	–	–	﹤0.01%	3248
2023 Q1	$5	Hold	3	–	–	﹤0.01%	3167
2022 Q4	$6	Hold	3	–	–	﹤0.01%	2971
2022 Q3	$0	Hold	3	–	–	﹤0.01%	3282
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2978
2022 Q1	$0	Hold	3	–	–	﹤0.01%	2477
2021 Q4	$0	Hold	3	–	–	﹤0.01%	2198
2021 Q3	$0	Hold	3	–	–	﹤0.01%	2016
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1711
2021 Q1	$0	Buy	+3	New	+$209	﹤0.01%	1658
2020 Q2	–	Sell	-3	Closed	–	–	1418
2020 Q1	$0	Buy	+3	New	+$314	﹤0.01%	1358

Other funds holding SRGA

RJFSA

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

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Allworth Financial's SRGA Position: Q3 2023 in Review

Allworth Financial sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 3 shares — an estimated $1 sold.

Allworth Financial first reported a position in SRGA in Q1 2020 and held it in 11 quarters. The position peaked at $6 in Q4 2022. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

Allworth Financial reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Allworth Financial sold 3 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $1.
Allworth Financial first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2020 and held it in 11 quarters.
Allworth Financial's Surgalign Holdings, Inc. Common Stock position peaked at $6 in Q4 2022.
4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.