Pinnacle Wealth Advisors’s Surgery Partners SGRY Stock Holding History

Pinnacle Wealth Advisors’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$133K	Buy	+2,000	New	+$109K	0.01%	364

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pinnacle Wealth Advisors's SGRY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Surgery Partners (SGRY) in Q2 2021: 2,000 shares worth $133K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings.

134 funds tracked by Wall St. Rank hold SGRY as of Q2 2021.

Pinnacle Wealth Advisors held 2,000 shares of Surgery Partners worth $133K as of Q2 2021.
Surgery Partners was a new Pinnacle Wealth Advisors position in Q2 2021.
Surgery Partners made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #364 holding.
134 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.