Cetera Advisor Networks’s Surgery Partners SGRY Stock Holding History

Cetera Advisor Networks’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
2022 Q1	–	Sell	-10,045	Closed	-$537K	–	2168
2021 Q4	$537K	Buy	+10,045	New	+$466K	0.01%	1239
2021 Q1	–	Sell	-13,823	Closed	-$401K	–	1547
2020 Q4	$401K	Buy	+13,823	New	+$344K	0.01%	892

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Advisor Networks's SGRY Position: Q1 2022 in Review

Cetera Advisor Networks sold out of Surgery Partners (SGRY) in Q1 2022, closing a stake of 10,045 shares — an estimated $537K sold.

Cetera Advisor Networks first reported a position in SGRY in Q4 2020 and held it in 2 quarters. The position peaked at $537K in Q4 2021. 149 funds tracked by Wall St. Rank hold SGRY as of Q1 2022.

Cetera Advisor Networks reported no remaining Surgery Partners position as of Q1 2022 after selling out during the quarter.
Cetera Advisor Networks sold 10,045 Surgery Partners shares in Q1 2022, an estimated $537K.
Cetera Advisor Networks first reported a position in Surgery Partners in Q4 2020 and held it in 2 quarters.
Cetera Advisor Networks's Surgery Partners position peaked at $537K in Q4 2021.
149 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2022.

Based on Cetera Advisor Networks's 13F filing for Q1 2022, filed 12 May 2022.