CA
SRGA

Calton & Associates’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Calton & Associates’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
2022
Q1 		– Sell
-772
Closed -$16K – 418
2021
Q4 		$16K Sell
772
-6
-0.8% -$160 ﹤0.01% 363
2021
Q3 		$25K Sell
778
-6
-0.8% -$220 0.01% 393
2021
Q2 		$33K Sell
784
-35
-4% -$1.79K 0.01% 404
2021
Q1 		$54K Buy
819
+4
+0.5% +$279 0.01% 393
2020
Q4 		$54K Sell
815
-30
-4% -$1.96K 0.01% 378
2020
Q3 		$46K Sell
845
-550
-39% -$42.1K 0.01% 342
2020
Q2 		$133K Buy
1,395
+553
+66% +$41.2K 0.03% 314
2020
Q1 		$43K Buy
+842
New +$88K 0.01% 297

Other funds holding SRGA

SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calton & Associates's SRGA Position: Q1 2022 in Review

Calton & Associates sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2022, closing a stake of 772 shares — an estimated $16K sold.

Calton & Associates first reported a position in SRGA in Q1 2020 and held it in 8 quarters. The position peaked at $133K in Q2 2020. 77 funds tracked by Wall St. Rank hold SRGA as of Q1 2022.

  • Calton & Associates reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Calton & Associates sold 772 Surgalign Holdings, Inc. Common Stock shares in Q1 2022, an estimated $16K.
  • Calton & Associates first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2020 and held it in 8 quarters.
  • Calton & Associates's Surgalign Holdings, Inc. Common Stock position peaked at $133K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.