Northwestern Mutual Wealth Management
SRGA

Northwestern Mutual Wealth Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Northwestern Mutual Wealth Management’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
-146
Closed -$27 – 3617
2023
Q2 		$27 Hold
146
– – ﹤0.01% 3305
2023
Q1 		$234 Hold
146
– – ﹤0.01% 3176
2022
Q4 		$291 Hold
146
– – ﹤0.01% 3163
2022
Q3 		$1K Hold
146
– – ﹤0.01% 3060
2022
Q2 		$0 Hold
146
– – ﹤0.01% 3606
2022
Q1 		$1K Hold
146
– – ﹤0.01% 3061
2021
Q4 		$3K Hold
146
– – ﹤0.01% 2921
2021
Q3 		$5K Buy
+146
New +$5.35K ﹤0.01% 2701
2019
Q4 		– Sell
-71
Closed -$6K – 2701
2019
Q3 		$6K Buy
+71
New +$7.58K ﹤0.01% 2072

Other funds holding SRGA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's SRGA Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 146 shares — an estimated $27 sold.

Northwestern Mutual Wealth Management first reported a position in SRGA in Q3 2019 and held it in 9 quarters. The position peaked at $6K in Q3 2019. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 146 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $27.
  • Northwestern Mutual Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2019 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $6K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.