EWM
SRGA

Elmwood Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Elmwood Wealth Management’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
-143
Closed -$3K – 354
2021
Q4 		$3K Buy
+143
New +$3.83K ﹤0.01% 339

Other funds holding SRGA

SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elmwood Wealth Management's SRGA Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2022, closing a stake of 143 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in SRGA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 77 funds tracked by Wall St. Rank hold SRGA as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 143 Surgalign Holdings, Inc. Common Stock shares in Q1 2022, an estimated $3K.
  • Elmwood Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $3K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.