Milestone Advisory Partners’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Milestone Advisory Partners’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 Q4	–	Sell	-2,883	Closed	-$246K	–	60
2019 Q3	$246K	Hold	2,883	–	–	0.14%	51
2019 Q2	$368K	Hold	2,883	–	–	0.22%	37
2019 Q1	$520K	Hold	2,883	–	–	0.34%	32
2018 Q4	$325K	Hold	2,883	–	–	0.28%	31
2018 Q3	$389K	Hold	2,883	–	–	0.28%	34
2018 Q2	$398K	Sell	2,883 -621	-18%	-$85.4K	0.3%	32
2018 Q1	$484K	Hold	3,504	–	–	0.36%	30
2017 Q4	$431K	Buy	+3,504	New	+$481K	0.32%	32

Other funds holding SRGA

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

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

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

HPM

HealthCor Partners Management Charleston, South Carolina $50.7M AUM

Milestone Advisory Partners's SRGA Position: Q4 2019 in Review

Milestone Advisory Partners sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2019, closing a stake of 2,883 shares — an estimated $246K sold.

Milestone Advisory Partners first reported a position in SRGA in Q4 2017 and held it in 8 quarters. The position peaked at $520K in Q1 2019. 88 funds tracked by Wall St. Rank hold SRGA as of Q4 2019.

Milestone Advisory Partners reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Milestone Advisory Partners sold 2,883 Surgalign Holdings, Inc. Common Stock shares in Q4 2019, an estimated $246K.
Milestone Advisory Partners first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2017 and held it in 8 quarters.
Milestone Advisory Partners's Surgalign Holdings, Inc. Common Stock position peaked at $520K in Q1 2019.
88 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2019.

Based on Milestone Advisory Partners's 13F filing for Q4 2019, filed 31 Jul 2020.