Bank of America
SRGA

Bank of America’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Bank of America’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
-147
Closed -$27 – 8173
2023
Q2 		$27 Hold
147
– – ﹤0.01% 7502
2023
Q1 		$235 Buy
147
+114
+345% +$232 ﹤0.01% 7419
2022
Q4 		$66 Buy
33
+25
+313% +$62 ﹤0.01% 7753
2022
Q3 		$0 Sell
8
-305
-97% -$1.17K ﹤0.01% 8601
2022
Q2 		$1K Sell
313
-8
-2% -$44 ﹤0.01% 7949
2022
Q1 		$3K Sell
321
-52
-14% -$790 ﹤0.01% 8014
2021
Q4 		$8K Sell
373
-546
-59% -$14.6K ﹤0.01% 7757
2021
Q3 		$30K Sell
919
-2,816
-75% -$103K ﹤0.01% 7273
2021
Q2 		$156K Sell
3,735
-694
-16% -$35.5K ﹤0.01% 6255
2021
Q1 		$290K Buy
4,429
+3,051
+221% +$213K ﹤0.01% 5775
2020
Q4 		$91K Buy
1,378
+477
+53% +$31.1K ﹤0.01% 6041
2020
Q3 		$49K Sell
901
-289
-24% -$22.1K ﹤0.01% 6028
2020
Q2 		$114K Buy
1,190
+705
+145% +$52.5K ﹤0.01% 5612
2020
Q1 		$24K Sell
485
-3,661
-88% -$383K ﹤0.01% 6127
2019
Q4 		$341K Buy
4,146
+85
+2% +$5.96K ﹤0.01% 5282
2019
Q3 		$347K Buy
4,061
+1,668
+70% +$178K ﹤0.01% 5319
2019
Q2 		$306K Buy
2,393
+328
+16% +$47.2K ﹤0.01% 5393
2019
Q1 		$372K Sell
2,065
-173
-8% -$25K ﹤0.01% 5201
2018
Q4 		$249K Buy
2,238
+558
+33% +$72.7K ﹤0.01% 5385
2018
Q3 		$227K Buy
1,680
+322
+24% +$44.4K ﹤0.01% 5423
2018
Q2 		$187K Sell
1,358
-358
-21% -$49.2K ﹤0.01% 5456
2018
Q1 		$237K Buy
1,716
+500
+41% +$68K ﹤0.01% 5278
2017
Q4 		$149K Buy
1,216
+148
+14% +$20.3K ﹤0.01% 5553
2017
Q3 		$146K Buy
1,068
+32
+3% +$4.83K ﹤0.01% 5521
2017
Q2 		$182K Sell
1,036
-290
-22% -$41.2K ﹤0.01% 5353
2017
Q1 		$159K Buy
1,326
+79
+6% +$8.22K ﹤0.01% 5415
2016
Q4 		$121K Buy
1,247
+111
+10% +$10.2K ﹤0.01% 5539
2016
Q3 		$107K Buy
1,136
+282
+33% +$28.3K ﹤0.01% 5408
2016
Q2 		$92K Buy
854
+48
+6% +$5.62K ﹤0.01% 5566
2016
Q1 		$96K Buy
806
+713
+767% +$74.9K ﹤0.01% 5505
2015
Q4 		$11K Buy
93
+46
+98% +$5.93K ﹤0.01% 6653
2015
Q3 		$8K Buy
47
+4
+9% +$767 ﹤0.01% 6654
2015
Q2 		$8K Buy
43
+16
+59% +$2.97K ﹤0.01% 6671
2015
Q1 		$4K Sell
27
-6
-18% -$914 ﹤0.01% 6576
2014
Q4 		$5K Sell
33
-113
-77% -$16.3K ﹤0.01% 7297
2014
Q3 		$21K Sell
146
-82
-36% -$11.9K ﹤0.01% 7011
2014
Q2 		$30K Buy
228
+210
+1,167% +$26.7K ﹤0.01% 6982
2014
Q1 		$2K Sell
18
-156
-90% -$16.9K ﹤0.01% 7556
2013
Q4 		$19K Sell
174
-101
-37% -$9.8K ﹤0.01% 7061
2013
Q3 		$31K Sell
275
-2,230
-89% -$253K ﹤0.01% 6686
2013
Q2 		$283K Buy
+2,505
New +$306K ﹤0.01% 5283

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

Bank of America's SRGA Position: Q3 2023 in Review

Bank of America sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 147 shares — an estimated $27 sold.

Bank of America first reported a position in SRGA in Q2 2013 and held it in 41 quarters. The position peaked at $372K in Q1 2019. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Bank of America reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Bank of America sold 147 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $27.
  • Bank of America first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 41 quarters.
  • Bank of America's Surgalign Holdings, Inc. Common Stock position peaked at $372K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.