IA
SRGA

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

IFP 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
2019
Q1 		– Sell
-6,533
Closed -$737K – 3680
2018
Q4 		$737K Hold
6,533
– – 0.04% 427
2018
Q3 		$882K Hold
6,533
– – 0.04% 464
2018
Q2 		$902K Hold
6,533
– – 0.04% 449
2018
Q1 		$804K Hold
6,533
– – 0.04% 459
2017
Q4 		$804K Hold
6,533
– – 0.04% 460
2017
Q3 		$892K Sell
6,533
-44
-0.7% -$6.64K 0.04% 470
2017
Q2 		$1.15M Buy
6,577
+1,710
+35% +$243K 0.05% 392
2017
Q1 		$584K Buy
4,867
+2,000
+70% +$208K 0.03% 608
2016
Q4 		$280K Hold
2,867
– – 0.01% 887
2016
Q3 		$269K Hold
2,867
– – 0.01% 864
2016
Q2 		$309K Buy
+2,867
New +$336K 0.02% 773
2016
Q1 		– Sell
-2,867
Closed -$341K – 3673
2015
Q4 		$341K Buy
+2,867
New +$370K 0.02% 610

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $257M AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's SRGA Position: Q1 2019 in Review

IFP Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2019, closing a stake of 6,533 shares — an estimated $737K sold.

IFP Advisors first reported a position in SRGA in Q4 2015 and held it in 12 quarters. The position peaked at $1.15M in Q2 2017. 113 funds tracked by Wall St. Rank hold SRGA as of Q1 2019.

  • IFP Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 6,533 Surgalign Holdings, Inc. Common Stock shares in Q1 2019, an estimated $737K.
  • IFP Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $1.15M in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.