EI
SRGA

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

Ellevest Inc’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
Q2 		– Sell
-10
Closed – – 1418
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1369
2019
Q4 		$1K Buy
+10
New +$701 ﹤0.01% 922

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ellevest Inc's SRGA Position: Q2 2020 in Review

Ellevest Inc sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2020, closing a stake of 10 shares.

Ellevest Inc first reported a position in SRGA in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 88 funds tracked by Wall St. Rank hold SRGA as of Q2 2020.

  • Ellevest Inc reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 10 Surgalign Holdings, Inc. Common Stock shares in Q2 2020.
  • Ellevest Inc first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • Ellevest Inc's Surgalign Holdings, Inc. Common Stock position peaked at $1K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.