VFA
SRGA

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

Valeo Financial 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
2021
Q2 		– Sell
-3
Closed – – 2052
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2249
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1920
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2252
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2203
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1968
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1762
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1716
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1693
2019
Q1 		$1K Hold
3
– – ﹤0.01% 1511
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1805
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1905
2018
Q2 		$0 Buy
+3
New +$413 ﹤0.01% 1798

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Valeo Financial Advisors's SRGA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in SRGA in Q2 2018 and held it in 12 quarters. The position peaked at $1K in Q1 2019. 89 funds tracked by Wall St. Rank hold SRGA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3 Surgalign Holdings, Inc. Common Stock shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $1K in Q1 2019.
  • 89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.