Great Point Wealth Advisors’s Surgery Partners SGRY Stock Holding History

Great Point 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 Q4	–	Sell	-7,361	Closed	-$215K	–	64
2023 Q3	$215K	Buy	7,361 +9	+0.1%	+$324	0.06%	61
2023 Q2	$331K	Buy	7,352 +53	+0.7%	+$2.02K	0.1%	52
2023 Q1	$252K	Hold	7,299	–	–	0.08%	55
2022 Q4	$203K	Buy	+7,299	New	+$193K	0.07%	59
2022 Q3	–	Sell	-7,261	Closed	-$210K	–	66
2022 Q2	$210K	Hold	7,261	–	–	0.07%	64
2022 Q1	$400K	Hold	7,261	–	–	0.12%	41
2021 Q4	$388K	Buy	+7,261	New	+$337K	0.12%	44
2021 Q3	–	Sell	-4,645	Closed	-$309K	–	53
2021 Q2	$309K	Hold	4,645	–	–	0.11%	44
2021 Q1	$206K	Buy	+4,645	New	+$172K	0.08%	48

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

BlackRock New York $5.72T AUM 30.48% 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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Great Point Wealth Advisors's SGRY Position: Q4 2023 in Review

Great Point Wealth Advisors sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 7,361 shares — an estimated $215K sold.

Great Point Wealth Advisors first reported a position in SGRY in Q1 2021 and held it in 9 quarters. The position peaked at $400K in Q1 2022. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

Great Point Wealth Advisors reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
Great Point Wealth Advisors sold 7,361 Surgery Partners shares in Q4 2023, an estimated $215K.
Great Point Wealth Advisors first reported a position in Surgery Partners in Q1 2021 and held it in 9 quarters.
Great Point Wealth Advisors's Surgery Partners position peaked at $400K in Q1 2022.
174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Great Point Wealth Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.