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Avior Wealth Management’s Surgery Partners SGRY Stock Holding History

Avior Wealth Management’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-169
Closed -$3.58K – 2045
2024
Q4 		$3.58K Sell
169
-7
-4% -$184 ﹤0.01% 1978
2024
Q3 		$5.67K Sell
176
-18
-9% -$532 ﹤0.01% 1734
2024
Q2 		$4.62K Buy
194
+137
+240% +$3.52K ﹤0.01% 1749
2024
Q1 		$1.7K Buy
+57
New +$1.78K ﹤0.01% 2304

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Avior Wealth Management's SGRY Position: Q1 2025 in Review

Avior Wealth Management sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 169 shares — an estimated $3.58K sold.

Avior Wealth Management first reported a position in SGRY in Q1 2024 and held it in 4 quarters. The position peaked at $5.67K in Q3 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Avior Wealth Management reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 169 Surgery Partners shares in Q1 2025, an estimated $3.58K.
  • Avior Wealth Management first reported a position in Surgery Partners in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Surgery Partners position peaked at $5.67K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.