PCP
SRXH

Proficio Capital Partners’s SRX Global SRXH Stock Holding History

Proficio Capital Partners’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31
Closed -$16.6K – 326
2023
Q4 		$16.6K Hold
31
– – ﹤0.01% 302
2023
Q3 		$7.44K Hold
31
– – ﹤0.01% 295
2023
Q2 		$12.6K Hold
31
– – ﹤0.01% 290
2023
Q1 		$22.2K Hold
31
– – ﹤0.01% 282
2022
Q4 		$32.3K Buy
+31
New +$50.9K 0.01% 280

Other funds holding SRXH

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Proficio Capital Partners's SRXH Position: Q1 2024 in Review

Proficio Capital Partners sold out of SRX Global (SRXH) in Q1 2024, closing a stake of 31 shares — an estimated $16.6K sold.

Proficio Capital Partners first reported a position in SRXH in Q4 2022 and held it in 5 quarters. The position peaked at $32.3K in Q4 2022. 7 funds tracked by Wall St. Rank hold SRXH as of Q1 2024.

  • Proficio Capital Partners reported no remaining SRX Global position as of Q1 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 31 SRX Global shares in Q1 2024, an estimated $16.6K.
  • Proficio Capital Partners first reported a position in SRX Global in Q4 2022 and held it in 5 quarters.
  • Proficio Capital Partners's SRX Global position peaked at $32.3K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held SRX Global as of Q1 2024.

Based on Proficio Capital Partners's 13F filing for Q1 2024, filed 2 May 2024.