Stifel Financial’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Stifel Financial’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	-2,101	Closed	-$19K	–	3506
2022 Q1	$19K	Buy	2,101 +1,434	+215%	+$21.8K	﹤0.01%	3344
2021 Q4	$14K	Hold	667	–	–	﹤0.01%	3352
2021 Q3	$22K	Sell	667 -10,500	-94%	-$385K	﹤0.01%	3305
2021 Q2	$466K	Buy	11,167 +4,819	+76%	+$247K	﹤0.01%	2623
2021 Q1	$415K	Buy	6,348 +4,128	+186%	+$288K	﹤0.01%	2593
2020 Q4	$146K	Buy	+2,220	New	+$145K	﹤0.01%	2890

Other funds holding SRGA

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 New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stifel Financial's SRGA Position: Q2 2022 in Review

Stifel Financial sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2022, closing a stake of 2,101 shares — an estimated $19K sold.

Stifel Financial first reported a position in SRGA in Q4 2020 and held it in 6 quarters. The position peaked at $466K in Q2 2021. 40 funds tracked by Wall St. Rank hold SRGA as of Q2 2022.

Stifel Financial reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 2,101 Surgalign Holdings, Inc. Common Stock shares in Q2 2022, an estimated $19K.
Stifel Financial first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2020 and held it in 6 quarters.
Stifel Financial's Surgalign Holdings, Inc. Common Stock position peaked at $466K in Q2 2021.
40 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.