SWM
SRGA

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

Southern 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
2020
Q3 		– Sell
-1,950
Closed -$186K – 60
2020
Q2 		$186K Hold
1,950
– – 0.04% 58
2020
Q1 		$100K Hold
1,950
– – 0.02% 55
2019
Q4 		$160K Buy
+1,950
New +$137K 0.03% 57

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southern Wealth Management's SRGA Position: Q3 2020 in Review

Southern Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2020, closing a stake of 1,950 shares — an estimated $186K sold.

Southern Wealth Management first reported a position in SRGA in Q4 2019 and held it in 3 quarters. The position peaked at $186K in Q2 2020. 89 funds tracked by Wall St. Rank hold SRGA as of Q3 2020.

  • Southern Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Southern Wealth Management sold 1,950 Surgalign Holdings, Inc. Common Stock shares in Q3 2020, an estimated $186K.
  • Southern Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Southern Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $186K in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2020.

Based on Southern Wealth Management's 13F filing for Q3 2020, filed 25 Nov 2020.