Next Financial Group’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Next Financial Group’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
2020 Q4	–	Sell	-33	Closed	-$2K	–	2450
2020 Q3	$2K	Buy	+33	New	+$2.52K	﹤0.01%	2069
2020 Q2	–	Sell	-33	Closed	-$2K	–	2060
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	1969
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	2124
2019 Q3	$3K	Hold	33	–	–	﹤0.01%	2066
2019 Q2	$4K	Buy	+33	New	+$4.75K	﹤0.01%	1977
2019 Q1	–	Sell	-33	Closed	-$4K	–	2213
2018 Q4	$4K	Buy	+33	New	+$4.3K	﹤0.01%	1637
2017 Q1	–	Sell	-67	Closed	-$7K	–	2383
2016 Q4	$7K	Hold	67	–	–	﹤0.01%	1826
2016 Q3	$6K	Buy	+67	New	+$6.72K	﹤0.01%	1886
2014 Q4	–	Sell	-67	Closed	-$10K	–	2443
2014 Q3	$10K	Buy	+67	New	+$9.71K	﹤0.01%	1768

Other funds holding SRGA

KAM

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

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

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CLG

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Next Financial Group's SRGA Position: Q4 2020 in Review

Next Financial Group sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2020, closing a stake of 33 shares — an estimated $2K sold.

Next Financial Group first reported a position in SRGA in Q3 2014 and held it in 9 quarters. The position peaked at $10K in Q3 2014. 96 funds tracked by Wall St. Rank hold SRGA as of Q4 2020.

Next Financial Group reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 33 Surgalign Holdings, Inc. Common Stock shares in Q4 2020, an estimated $2K.
Next Financial Group first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2014 and held it in 9 quarters.
Next Financial Group's Surgalign Holdings, Inc. Common Stock position peaked at $10K in Q3 2014.
96 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.