HighMark Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

HighMark Wealth 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
2021 Q4	–	Sell	-3,000	Closed	-$98K	–	544
2021 Q3	$98K	Sell	3,000 -117	-4%	-$4.29K	0.07%	79
2021 Q2	$130K	Sell	3,117 -333	-10%	-$17.1K	0.1%	62
2021 Q1	$226K	Hold	3,450	–	–	0.18%	43
2020 Q4	$227K	Buy	3,450 +333	+11%	+$21.7K	0.2%	39
2020 Q3	$169K	Hold	3,117	–	–	0.15%	47
2020 Q2	$297K	Hold	3,117	–	–	0.33%	30
2020 Q1	$159K	Hold	3,117	–	–	0.19%	34
2019 Q4	$256K	Buy	+3,117	New	+$219K	0.27%	30

Other funds holding SRGA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HighMark Wealth Management's SRGA Position: Q4 2021 in Review

HighMark Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2021, closing a stake of 3,000 shares — an estimated $98K sold.

HighMark Wealth Management first reported a position in SRGA in Q4 2019 and held it in 8 quarters. The position peaked at $297K in Q2 2020. 72 funds tracked by Wall St. Rank hold SRGA as of Q4 2021.

HighMark Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
HighMark Wealth Management sold 3,000 Surgalign Holdings, Inc. Common Stock shares in Q4 2021, an estimated $98K.
HighMark Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2019 and held it in 8 quarters.
HighMark Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $297K in Q2 2020.
72 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2021.

Based on HighMark Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.