SIAP
SRGA

Sterling Investment Advisors (Pennsylvania)’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-3,333
Closed -$11K – 578
2022
Q2 		$11K Buy
+3,333
New +$18.4K ﹤0.01% 395

Other funds holding SRGA

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SRGA Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2022, closing a stake of 3,333 shares — an estimated $11K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SRGA in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 36 funds tracked by Wall St. Rank hold SRGA as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3,333 Surgalign Holdings, Inc. Common Stock shares in Q3 2022, an estimated $11K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Surgalign Holdings, Inc. Common Stock position peaked at $11K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.