Koss-Olinger Consulting
SRGA

Koss-Olinger Consulting’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Koss-Olinger Consulting’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
Q3 		– Sell
-35,284
Closed -$6K – 313
2023
Q2 		$6K Buy
35,284
+9,424
+36% +$9.04K ﹤0.01% 283
2023
Q1 		$41K Buy
25,860
+1,968
+8% +$4K 0.01% 259
2022
Q4 		$48K Buy
23,892
+13,432
+128% +$33.1K 0.01% 236
2022
Q3 		$36K Buy
+10,460
New +$39.9K 0.01% 226
2022
Q2 		– Sell
-642
Closed -$6K – 214
2022
Q1 		$6K Buy
642
+258
+67% +$3.92K ﹤0.01% 206
2021
Q4 		$8K Sell
384
-1,640
-81% -$43.9K ﹤0.01% 215
2021
Q3 		$66K Buy
2,024
+624
+45% +$22.9K 0.01% 228
2021
Q2 		$58K Buy
1,400
+380
+37% +$19.5K 0.01% 244
2021
Q1 		$67K Buy
+1,020
New +$71.2K 0.01% 233

Other funds holding SRGA

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WR Wealth Planners
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Koss-Olinger Consulting's SRGA Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 35,284 shares — an estimated $6K sold.

Koss-Olinger Consulting first reported a position in SRGA in Q1 2021 and held it in 9 quarters. The position peaked at $67K in Q1 2021. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Koss-Olinger Consulting reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 35,284 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $6K.
  • Koss-Olinger Consulting first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2021 and held it in 9 quarters.
  • Koss-Olinger Consulting's Surgalign Holdings, Inc. Common Stock position peaked at $67K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.