Rockefeller Capital Management
SRGA

Rockefeller Capital Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-200
Closed – – 4235
2022
Q4 		$0 Hold
200
– – ﹤0.01% 4438
2022
Q3 		$0 Hold
200
– – ﹤0.01% 4627
2022
Q2 		$0 Hold
200
– – ﹤0.01% 4563
2022
Q1 		$1K Hold
200
– – ﹤0.01% 3830
2021
Q4 		$4K Hold
200
– – ﹤0.01% 3398
2021
Q3 		$6K Hold
200
– – ﹤0.01% 3140
2021
Q2 		$8K Hold
200
– – ﹤0.01% 2898
2021
Q1 		$13K Buy
+200
New +$14K ﹤0.01% 2497

Other funds holding SRGA

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AWS
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Vanguard Group
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Cerity Partners
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 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 $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's SRGA Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2023, closing a stake of 200 shares.

Rockefeller Capital Management first reported a position in SRGA in Q1 2021 and held it in 8 quarters. The position peaked at $13K in Q1 2021. 36 funds tracked by Wall St. Rank hold SRGA as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 200 Surgalign Holdings, Inc. Common Stock shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • Rockefeller Capital Management's Surgalign Holdings, Inc. Common Stock position peaked at $13K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.