Cerity Partners’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Cerity Partners’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	-77,388	Closed	-$14.2K	–	1766
2023 Q2	$14.2K	Hold	77,388	–	–	﹤0.01%	1608
2023 Q1	$124K	Buy	77,388 +5,555	+8%	+$11.3K	﹤0.01%	1760
2022 Q4	$143K	Buy	+71,833	New	+$177K	﹤0.01%	1381

Other funds holding SRGA

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

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Cerity Partners's SRGA Position: Q3 2023 in Review

Cerity Partners sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 77,388 shares — an estimated $14.2K sold.

Cerity Partners first reported a position in SRGA in Q4 2022 and held it in 3 quarters. The position peaked at $143K in Q4 2022. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

Cerity Partners reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Cerity Partners sold 77,388 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $14.2K.
Cerity Partners first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
Cerity Partners's Surgalign Holdings, Inc. Common Stock position peaked at $143K in Q4 2022.
4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.