TWA
SRGA

TCI Wealth Advisors’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-19
Closed -$1K – 1734
2020
Q1 		$1K Sell
19
-12
-39% -$1.25K ﹤0.01% 1407
2019
Q4 		$3K Buy
+31
New +$2.17K ﹤0.01% 1076
2018
Q2 		– Sell
-10
Closed -$1K – 1643
2018
Q1 		$1K Buy
+10
New +$1.36K ﹤0.01% 1282
2016
Q4 		– Sell
-29
Closed -$3K – 1479
2016
Q3 		$3K Buy
+29
New +$2.91K ﹤0.01% 907

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCI Wealth Advisors's SRGA Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2020, closing a stake of 19 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in SRGA in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 88 funds tracked by Wall St. Rank hold SRGA as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 19 Surgalign Holdings, Inc. Common Stock shares in Q2 2020, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2016 and held it in 4 quarters.
  • TCI Wealth Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $3K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.