Foster Victor Wealth Advisors’s Surgery Partners SGRY Stock Holding History

Foster Victor Wealth Advisors’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,100	Closed	-$226K	–	175
2022 Q4	$226K	Hold	8,100	–	–	0.03%	141
2022 Q3	$205K	Hold	8,100	–	–	0.03%	134
2022 Q2	$239K	Sell	8,100 -1,089	-12%	-$47.6K	0.04%	122
2022 Q1	$484K	Hold	9,189	–	–	0.07%	98
2021 Q4	$422K	Buy	+9,189	New	+$426K	0.06%	106

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Foster Victor Wealth Advisors's SGRY Position: Q1 2023 in Review

Foster Victor Wealth Advisors sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 8,100 shares — an estimated $226K sold.

Foster Victor Wealth Advisors first reported a position in SGRY in Q4 2021 and held it in 5 quarters. The position peaked at $484K in Q1 2022. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

Foster Victor Wealth Advisors reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
Foster Victor Wealth Advisors sold 8,100 Surgery Partners shares in Q1 2023, an estimated $226K.
Foster Victor Wealth Advisors first reported a position in Surgery Partners in Q4 2021 and held it in 5 quarters.
Foster Victor Wealth Advisors's Surgery Partners position peaked at $484K in Q1 2022.
151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.