TCI Wealth Advisors’s Surgery Partners SGRY Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-187	Closed	-$6.45K	–	1893
2023 Q1	$6.45K	Hold	187	–	–	﹤0.01%	1356
2022 Q4	$5.21K	Hold	187	–	–	﹤0.01%	1494
2022 Q3	$4K	Buy	+187	New	+$5.97K	﹤0.01%	1670
2022 Q2	–	Sell	-124	Closed	-$7K	–	2489
2022 Q1	$7K	Sell	124 -54	-30%	-$2.67K	﹤0.01%	1349
2021 Q4	$10K	Buy	+178	New	+$8.26K	﹤0.01%	1194
2021 Q3	–	Sell	-61	Closed	-$4K	–	2552
2021 Q2	$4K	Buy	61 +15	+33%	+$815	﹤0.01%	1628
2021 Q1	$2K	Buy	+46	New	+$1.71K	﹤0.01%	1882

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Wealth Advisors's SGRY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 187 shares — an estimated $6.45K sold.

TCI Wealth Advisors first reported a position in SGRY in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

TCI Wealth Advisors reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 187 Surgery Partners shares in Q2 2023, an estimated $6.45K.
TCI Wealth Advisors first reported a position in Surgery Partners in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's Surgery Partners position peaked at $10K in Q4 2021.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.