PFGIA
SRGA

Patriot Financial Group Insurance Agency’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-3
Closed – – 2122
2022
Q2 		$0 Hold
3
– – ﹤0.01% 2236
2022
Q1 		$0 Hold
3
– – ﹤0.01% 2303
2021
Q4 		$0 Hold
3
– – ﹤0.01% 2306
2021
Q3 		$0 Hold
3
– – ﹤0.01% 2281
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2193
2021
Q1 		$0 Buy
+3
New +$209 ﹤0.01% 2113

Other funds holding SRGA

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SRGA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2022, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in SRGA in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 36 funds tracked by Wall St. Rank hold SRGA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Surgalign Holdings, Inc. Common Stock shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Surgalign Holdings, Inc. Common Stock position peaked at $0 in Q2 2022.
  • 36 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.