WAM
SRGA

Wealthspire Advisors (Maryland)’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-564
Closed -$76K – 2622
2018
Q3 		$76K Sell
564
-547
-49% -$75.4K 0.01% 805
2018
Q2 		$153K Hold
1,111
– – 0.01% 550
2018
Q1 		$153K Hold
1,111
– – 0.01% 561
2017
Q4 		$137K Buy
+1,111
New +$153K 0.01% 604

Other funds holding SRGA

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
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
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SRGA Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2018, closing a stake of 564 shares — an estimated $76K sold.

Wealthspire Advisors (Maryland) first reported a position in SRGA in Q4 2017 and held it in 4 quarters. The position peaked at $153K in Q2 2018. 109 funds tracked by Wall St. Rank hold SRGA as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 564 Surgalign Holdings, Inc. Common Stock shares in Q4 2018, an estimated $76K.
  • Wealthspire Advisors (Maryland) first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Surgalign Holdings, Inc. Common Stock position peaked at $153K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.