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Prospera Financial Services’s Surgery Partners SGRY Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-280
Closed -$15K – 2441
2022
Q1 		$15K Buy
+280
New +$13.8K ﹤0.01% 1870

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Prospera Financial Services's SGRY Position: Q2 2022 in Review

Prospera Financial Services sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 280 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in SGRY in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

  • Prospera Financial Services reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 280 Surgery Partners shares in Q2 2022, an estimated $15K.
  • Prospera Financial Services first reported a position in Surgery Partners in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Surgery Partners position peaked at $15K in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.