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SYSTM Wealth Solutions’s Surgery Partners SGRY Stock Holding History

SYSTM Wealth Solutions’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-529
Closed -$12.6K – 532
2024
Q2 		$12.6K Hold
529
– – ﹤0.01% 444
2024
Q1 		$15.8K Buy
529
+92
+21% +$2.88K ﹤0.01% 725
2023
Q4 		$14K Buy
+437
New +$12.7K ﹤0.01% 785

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's SGRY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 529 shares — an estimated $12.6K sold.

SYSTM Wealth Solutions first reported a position in SGRY in Q4 2023 and held it in 3 quarters. The position peaked at $15.8K in Q1 2024. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 529 Surgery Partners shares in Q3 2024, an estimated $12.6K.
  • SYSTM Wealth Solutions first reported a position in Surgery Partners in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Surgery Partners position peaked at $15.8K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.