Steward Partners Investment Advisory’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-35	Closed	-$2K	–	2772
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	2466
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	2392
2019 Q2	$4K	Buy	+35	New	+$5.04K	﹤0.01%	2315
2018 Q4	–	Sell	-35	Closed	-$5K	–	2384
2018 Q3	$5K	Hold	35	–	–	﹤0.01%	2155
2018 Q2	$5K	Hold	35	–	–	﹤0.01%	2030
2018 Q1	$4K	Buy	+35	New	+$4.76K	﹤0.01%	1884

Other funds holding SRGA

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's SRGA Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in SRGA in Q1 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 83 funds tracked by Wall St. Rank hold SRGA as of Q1 2020.

Steward Partners Investment Advisory reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 35 Surgalign Holdings, Inc. Common Stock shares in Q1 2020, an estimated $2K.
Steward Partners Investment Advisory first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2018 and held it in 6 quarters.
Steward Partners Investment Advisory's Surgalign Holdings, Inc. Common Stock position peaked at $5K in Q3 2018.
83 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.