Creative Planning’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-373	Closed	-$24K	–	2728
2021 Q1	$24K	Buy	+373	New	+$26K	﹤0.01%	2424
2017 Q3	–	Sell	-27	Closed	-$5K	–	4042
2017 Q2	$5K	Hold	27	–	–	﹤0.01%	4026
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	4209
2016 Q4	$3K	Sell	27 -25	-48%	-$2.29K	﹤0.01%	4194
2016 Q3	$5K	Hold	52	–	–	﹤0.01%	3916
2016 Q2	$6K	Hold	52	–	–	﹤0.01%	3571
2016 Q1	$6K	Hold	52	–	–	﹤0.01%	3525
2015 Q4	$6K	Hold	52	–	–	﹤0.01%	3619
2015 Q3	$9K	Buy	+52	New	+$9.96K	﹤0.01%	3286
2015 Q2	–	Sell	-50	Closed	-$7K	–	3334
2015 Q1	$7K	Hold	50	–	–	﹤0.01%	3417
2014 Q4	$8K	Hold	50	–	–	﹤0.01%	3262
2014 Q3	$7K	Hold	50	–	–	﹤0.01%	3153
2014 Q2	$7K	Hold	50	–	–	﹤0.01%	3069
2014 Q1	$6K	Sell	50 -120	-71%	-$13K	﹤0.01%	3024
2013 Q4	$18K	Hold	170	–	–	﹤0.01%	2259
2013 Q3	$19K	Hold	170	–	–	﹤0.01%	2140
2013 Q2	$19K	Buy	+170	New	+$20.8K	﹤0.01%	1969

Other funds holding SRGA

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

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

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Creative Planning's SRGA Position: Q2 2021 in Review

Creative Planning sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2021, closing a stake of 373 shares — an estimated $24K sold.

Creative Planning first reported a position in SRGA in Q2 2013 and held it in 17 quarters. The position peaked at $24K in Q1 2021. 89 funds tracked by Wall St. Rank hold SRGA as of Q2 2021.

Creative Planning reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 373 Surgalign Holdings, Inc. Common Stock shares in Q2 2021, an estimated $24K.
Creative Planning first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 17 quarters.
Creative Planning's Surgalign Holdings, Inc. Common Stock position peaked at $24K in Q1 2021.
89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.