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

Global Trust 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
2023 Q2	–	Sell	-3,333	Closed	-$5.33K	–	460
2023 Q1	$5.33K	Sell	3,333 -1,166	-26%	-$2.37K	﹤0.01%	347
2022 Q4	$8.95K	Hold	4,499	–	–	﹤0.01%	309
2022 Q3	$16K	Hold	4,499	–	–	0.01%	294
2022 Q2	$15K	Sell	4,499 -34	-0.8%	-$188	0.01%	298
2022 Q1	$41K	Buy	4,533 +1,500	+49%	+$22.8K	0.02%	287
2021 Q4	$65K	Buy	+3,033	New	+$81.1K	0.03%	243

Other funds holding SRGA

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Global Trust Asset Management's SRGA Position: Q2 2023 in Review

Global Trust Asset Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2023, closing a stake of 3,333 shares — an estimated $5.33K sold.

Global Trust Asset Management first reported a position in SRGA in Q4 2021 and held it in 6 quarters. The position peaked at $65K in Q4 2021. 25 funds tracked by Wall St. Rank hold SRGA as of Q2 2023.

Global Trust Asset Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Global Trust Asset Management sold 3,333 Surgalign Holdings, Inc. Common Stock shares in Q2 2023, an estimated $5.33K.
Global Trust Asset Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
Global Trust Asset Management's Surgalign Holdings, Inc. Common Stock position peaked at $65K in Q4 2021.
25 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2023.

Based on Global Trust Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.