SWM
SRGA

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

Spire 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
2022
Q2 		– Sell
-564
Closed -$5K – 2887
2022
Q1 		$5K Hold
564
– – ﹤0.01% 2261
2021
Q4 		$12K Buy
+564
New +$15.1K ﹤0.01% 2331

Other funds holding SRGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spire Wealth Management's SRGA Position: Q2 2022 in Review

Spire Wealth Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2022, closing a stake of 564 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SRGA in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 40 funds tracked by Wall St. Rank hold SRGA as of Q2 2022.

  • Spire Wealth Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 564 Surgalign Holdings, Inc. Common Stock shares in Q2 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Surgalign Holdings, Inc. Common Stock position peaked at $12K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.