Envestnet Asset Management
SRGA

Envestnet Asset Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Envestnet Asset 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
Q2 		– Sell
-1,236
Closed -$11K – 4137
2022
Q1 		$11K Hold
1,236
– – ﹤0.01% 3921
2021
Q4 		$27K Buy
1,236
+188
+18% +$5.03K ﹤0.01% 3841
2021
Q3 		$34K Buy
+1,048
New +$38.4K ﹤0.01% 3649

Other funds holding SRGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management's SRGA Position: Q2 2022 in Review

Envestnet Asset Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2022, closing a stake of 1,236 shares — an estimated $11K sold.

Envestnet Asset Management first reported a position in SRGA in Q3 2021 and held it in 3 quarters. The position peaked at $34K in Q3 2021. 40 funds tracked by Wall St. Rank hold SRGA as of Q2 2022.

  • Envestnet Asset Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 1,236 Surgalign Holdings, Inc. Common Stock shares in Q2 2022, an estimated $11K.
  • Envestnet Asset Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2021 and held it in 3 quarters.
  • Envestnet Asset Management's Surgalign Holdings, Inc. Common Stock position peaked at $34K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.