Chicago Partners Investment Group’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Chicago Partners Investment Group’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	-353	Closed	-$4K	–	614
2021 Q4	$4K	Hold	353	–	–	﹤0.01%	567
2021 Q3	$10K	Hold	353	–	–	﹤0.01%	582
2021 Q2	$12K	Hold	353	–	–	﹤0.01%	532
2021 Q1	$20K	Hold	353	–	–	﹤0.01%	519
2020 Q4	$22K	Hold	353	–	–	﹤0.01%	464
2020 Q3	$20K	Hold	353	–	–	﹤0.01%	409
2020 Q2	$33K	Buy	+353	New	+$26.3K	﹤0.01%	382

Other funds holding SRGA

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

Chicago Partners Investment Group's SRGA Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2022, closing a stake of 353 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in SRGA in Q2 2020 and held it in 7 quarters. The position peaked at $33K in Q2 2020. 77 funds tracked by Wall St. Rank hold SRGA as of Q1 2022.

Chicago Partners Investment Group reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 353 Surgalign Holdings, Inc. Common Stock shares in Q1 2022, an estimated $4K.
Chicago Partners Investment Group first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2020 and held it in 7 quarters.
Chicago Partners Investment Group's Surgalign Holdings, Inc. Common Stock position peaked at $33K in Q2 2020.
77 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.