PWM
SRGA

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

Perigon 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
2021
Q2 		– Sell
-333
Closed -$22K – 537
2021
Q1 		$22K Buy
+333
New +$23.2K ﹤0.01% 491

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Perigon Wealth Management's SRGA Position: Q2 2021 in Review

Perigon Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2021, closing a stake of 333 shares — an estimated $22K sold.

Perigon Wealth Management first reported a position in SRGA in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 89 funds tracked by Wall St. Rank hold SRGA as of Q2 2021.

  • Perigon Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 333 Surgalign Holdings, Inc. Common Stock shares in Q2 2021, an estimated $22K.
  • Perigon Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Perigon Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $22K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2021.

Based on Perigon Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.