Fidelity Investments
SRGA

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

Fidelity Investments’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
2023
Q3 		– Sell
-16
Closed -$3 – 5671
2023
Q2 		$3 Buy
+16
New +$15 ﹤0.01% 5334
2018
Q3 		– Sell
-2,969
Closed -$410K – 3876
2018
Q2 		$410K Sell
2,969
-70
-2% -$9.63K ﹤0.01% 2520
2018
Q1 		$419K Sell
3,039
-66
-2% -$8.98K ﹤0.01% 2537
2017
Q4 		$382K Hold
3,105
– – ﹤0.01% 2556
2017
Q3 		$424K Hold
3,105
– – ﹤0.01% 2498
2017
Q2 		$545K Hold
3,105
– – ﹤0.01% 2496
2017
Q1 		$373K Sell
3,105
-150
-5% -$15.6K ﹤0.01% 2555
2016
Q4 		$317K Sell
3,255
-150
-4% -$13.7K ﹤0.01% 2579
2016
Q3 		$320K Sell
3,405
-677
-17% -$67.9K ﹤0.01% 2583
2016
Q2 		$440K Sell
4,082
-283
-6% -$33.1K ﹤0.01% 2562
2016
Q1 		$524K Sell
4,365
-740
-14% -$77.7K ﹤0.01% 2547
2015
Q4 		$608K Hold
5,105
– – ﹤0.01% 2584
2015
Q3 		$870K Sell
5,105
-137
-3% -$26.3K ﹤0.01% 2536
2015
Q2 		$1.02M Sell
5,242
-363
-6% -$67.4K ﹤0.01% 2547
2015
Q1 		$831K Buy
5,605
+170
+3% +$25.9K ﹤0.01% 2544
2014
Q4 		$848K Buy
5,435
+26
+0.5% +$3.75K ﹤0.01% 2567
2014
Q3 		$776K Sell
5,409
-63
-1% -$9.13K ﹤0.01% 2569
2014
Q2 		$714K Sell
5,472
-13
-0.2% -$1.65K ﹤0.01% 2550
2014
Q1 		$672K Hold
5,485
– – ﹤0.01% 2525
2013
Q4 		$583K Sell
5,485
-4
-0.1% -$388 ﹤0.01% 2508
2013
Q3 		$615K Sell
5,489
-26
-0.5% -$2.95K ﹤0.01% 2493
2013
Q2 		$623K Buy
+5,515
New +$674K ﹤0.01% 2459

Other funds holding SRGA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Fidelity Investments's SRGA Position: Q3 2023 in Review

Fidelity Investments sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 16 shares — an estimated $3 sold.

Fidelity Investments first reported a position in SRGA in Q2 2013 and held it in 22 quarters. The position peaked at $1.02M in Q2 2015. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Fidelity Investments reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 16 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $3.
  • Fidelity Investments first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 22 quarters.
  • Fidelity Investments's Surgalign Holdings, Inc. Common Stock position peaked at $1.02M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.