GRP
SRGA

Global Retirement Partners’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Global Retirement Partners’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
-10
Closed -$2 – 3380
2023
Q2 		$2 Hold
10
– – ﹤0.01% 3188
2023
Q1 		$11 Hold
10
– – ﹤0.01% 3177
2022
Q4 		$20 Hold
10
– – ﹤0.01% 3009
2022
Q3 		$0 Hold
10
– – ﹤0.01% 3107
2022
Q2 		$0 Buy
+10
New +$55 ﹤0.01% 2962
2022
Q1 		– Hold
0
– – – 2847
2021
Q4 		– Sell
-10
Closed – – 2007
2021
Q3 		$0 Hold
10
– – ﹤0.01% 2094
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1983
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1758
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1715
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1606
2020
Q2 		$1K Hold
10
– – ﹤0.01% 1583
2020
Q1 		$1K Hold
10
– – ﹤0.01% 1548
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1587
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1571
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1566
2019
Q1 		$2K Hold
10
– – ﹤0.01% 1423
2018
Q4 		$1K Hold
10
– – ﹤0.01% 1432
2018
Q3 		$1K Hold
10
– – ﹤0.01% 1509
2018
Q2 		$1K Hold
10
– – ﹤0.01% 1501
2018
Q1 		$1K Hold
10
– – ﹤0.01% 1457
2017
Q4 		$1K Hold
10
– – ﹤0.01% 1406
2017
Q3 		$1K Hold
10
– – ﹤0.01% 1193
2017
Q2 		$2K Hold
10
– – ﹤0.01% 1082
2017
Q1 		$1K Hold
10
– – ﹤0.01% 1078
2016
Q4 		$1K Buy
+10
New +$917 ﹤0.01% 1021

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

Global Retirement Partners's SRGA Position: Q3 2023 in Review

Global Retirement Partners sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 10 shares — an estimated $2 sold.

Global Retirement Partners first reported a position in SRGA in Q4 2016 and held it in 25 quarters. The position peaked at $2K in Q1 2019. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Global Retirement Partners reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 10 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $2.
  • Global Retirement Partners first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2016 and held it in 25 quarters.
  • Global Retirement Partners's Surgalign Holdings, Inc. Common Stock position peaked at $2K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.