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Heritage Wealth Management (Arizona)’s Surgery Partners SGRY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.23K Buy
44
+22
+100% +$583 ﹤0.01% 1013
2022
Q3 		$1K Buy
+22
New +$703 ﹤0.01% 967

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SGRY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Surgery Partners (SGRY) stake by 100% in Q4 2022, buying an estimated $583 and bringing the position to 44 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Heritage Wealth Management (Arizona) first reported a position in SGRY in Q3 2022 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold SGRY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 44 shares of Surgery Partners worth $1.23K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 22 Surgery Partners shares in Q4 2022, an estimated $583.
  • Surgery Partners made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1013 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Surgery Partners in Q3 2022 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.