OWA
SRGA

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

Octavia Wealth 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
2022
Q2 		– Sell
-494
Closed -$5K – 198
2022
Q1 		$5K Buy
+494
New +$7.51K ﹤0.01% 193

Other funds holding SRGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Octavia Wealth Advisors's SRGA Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2022, closing a stake of 494 shares — an estimated $5K sold.

Octavia Wealth Advisors first reported a position in SRGA in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 40 funds tracked by Wall St. Rank hold SRGA as of Q2 2022.

  • Octavia Wealth Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 494 Surgalign Holdings, Inc. Common Stock shares in Q2 2022, an estimated $5K.
  • Octavia Wealth Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • Octavia Wealth Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $5K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2022.

Based on Octavia Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.