HighTower Advisors
SRGA

HighTower Advisors’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

HighTower Advisors’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
-58,232
Closed -$93K – 3810
2023
Q1 		$93K Hold
58,232
– – ﹤0.01% 2963
2022
Q4 		$116K Sell
58,232
-26,665
-31% -$65.7K ﹤0.01% 2920
2022
Q3 		$295K Hold
84,897
– – ﹤0.01% 2352
2022
Q2 		$289K Buy
84,897
+51,447
+154% +$284K ﹤0.01% 2390
2022
Q1 		$305K Buy
33,450
+6,667
+25% +$101K ﹤0.01% 2515
2021
Q4 		$576K Buy
26,783
+10,000
+60% +$267K ﹤0.01% 2058
2021
Q3 		$549K Buy
16,783
+6,666
+66% +$244K ﹤0.01% 2002
2021
Q2 		$422K Buy
10,117
+8,100
+402% +$415K ﹤0.01% 2146
2021
Q1 		$132K Buy
2,017
+1,555
+337% +$108K ﹤0.01% 2708
2020
Q4 		$30K Buy
+462
New +$30.1K ﹤0.01% 2456
2020
Q1 		– Sell
-473
Closed -$39K – 2580
2019
Q4 		$39K Buy
473
+50
+12% +$3.5K ﹤0.01% 2139
2019
Q3 		$36K Buy
423
+35
+9% +$3.74K ﹤0.01% 2242
2019
Q2 		$49K Hold
388
– – ﹤0.01% 2211
2019
Q1 		$70K Sell
388
-43
-10% -$6.22K ﹤0.01% 2100
2018
Q4 		$48K Hold
431
– – ﹤0.01% 2033
2018
Q3 		$59K Buy
431
+31
+8% +$4.27K ﹤0.01% 2109
2018
Q2 		$55K Hold
400
– – ﹤0.01% 2057
2018
Q1 		$55K Buy
400
+17
+4% +$2.31K ﹤0.01% 2013
2017
Q4 		$48K Buy
+383
New +$52.6K ﹤0.01% 2110

Other funds holding SRGA

HF
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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

HighTower Advisors's SRGA Position: Q2 2023 in Review

HighTower Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2023, closing a stake of 58,232 shares — an estimated $93K sold.

HighTower Advisors first reported a position in SRGA in Q4 2017 and held it in 19 quarters. The position peaked at $576K in Q4 2021. 25 funds tracked by Wall St. Rank hold SRGA as of Q2 2023.

  • HighTower Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • HighTower Advisors sold 58,232 Surgalign Holdings, Inc. Common Stock shares in Q2 2023, an estimated $93K.
  • HighTower Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2017 and held it in 19 quarters.
  • HighTower Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $576K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.