Atria Wealth Solutions’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Atria Wealth Solutions’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	-359,575	Closed	-$575K	–	2021
2023 Q1	$575K	Buy	359,575 +32,266	+10%	+$65.6K	0.01%	1050
2022 Q4	$651K	Buy	327,309 +142,561	+77%	+$351K	0.01%	956
2022 Q3	$643K	Buy	184,748 +55,021	+42%	+$210K	0.01%	898
2022 Q2	$442K	Buy	129,727 +91,399	+238%	+$504K	0.01%	1034
2022 Q1	$350K	Buy	+38,328	New	+$582K	0.01%	1247

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

Atria Wealth Solutions's SRGA Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2023, closing a stake of 359,575 shares — an estimated $575K sold.

Atria Wealth Solutions first reported a position in SRGA in Q1 2022 and held it in 5 quarters. The position peaked at $651K in Q4 2022. 25 funds tracked by Wall St. Rank hold SRGA as of Q2 2023.

Atria Wealth Solutions reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 359,575 Surgalign Holdings, Inc. Common Stock shares in Q2 2023, an estimated $575K.
Atria Wealth Solutions first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's Surgalign Holdings, Inc. Common Stock position peaked at $651K in Q4 2022.
25 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.