CSPIA
SRGA

Cary Street Partners Investment Advisory’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-95
Closed -$5K – 940
2020
Q3 		$5K Buy
+95
New +$7.27K ﹤0.01% 846

Other funds holding SRGA

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's SRGA Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2020, closing a stake of 95 shares — an estimated $5K sold.

Cary Street Partners Investment Advisory first reported a position in SRGA in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 96 funds tracked by Wall St. Rank hold SRGA as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 95 Surgalign Holdings, Inc. Common Stock shares in Q4 2020, an estimated $5K.
  • Cary Street Partners Investment Advisory first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Surgalign Holdings, Inc. Common Stock position peaked at $5K in Q3 2020.
  • 96 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.