Wells Fargo
SRGA

Wells Fargo’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Wells Fargo’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
2023
Q3 		– Sell
-119
Closed -$21 – 7818
2023
Q2 		$21 Sell
119
-9,922
-99% -$9.51K ﹤0.01% 7298
2023
Q1 		$16.1K Sell
10,041
-6
-0.1% -$12 ﹤0.01% 5709
2022
Q4 		$20K Sell
10,047
-164
-2% -$404 ﹤0.01% 5261
2022
Q3 		$35K Buy
10,211
+3,503
+52% +$13.4K ﹤0.01% 5118
2022
Q2 		$23K Buy
6,708
+3
+0% +$17 ﹤0.01% 5394
2022
Q1 		$61K Buy
6,705
+2,345
+54% +$35.6K ﹤0.01% 5560
2021
Q4 		$94K Buy
4,360
+1,667
+62% +$44.6K ﹤0.01% 5678
2021
Q3 		$88K Buy
2,693
+1,670
+163% +$61.2K ﹤0.01% 5438
2021
Q2 		$43K Sell
1,023
-4,925
-83% -$252K ﹤0.01% 5628
2021
Q1 		$389K Buy
5,948
+667
+13% +$46.5K ﹤0.01% 4825
2020
Q4 		$347K Sell
5,281
-84
-2% -$5.48K ﹤0.01% 4789
2020
Q3 		$292K Sell
5,365
-420
-7% -$32.1K ﹤0.01% 4736
2020
Q2 		$552K Buy
5,785
+1,110
+24% +$82.7K ﹤0.01% 4256
2020
Q1 		$241K Buy
4,675
+512
+12% +$53.5K ﹤0.01% 4565
2019
Q4 		$342K Sell
4,163
-1,000
-19% -$70.1K ﹤0.01% 4650
2019
Q3 		$441K Buy
5,163
+1,390
+37% +$148K ﹤0.01% 4464
2019
Q2 		$480K Buy
3,773
+393
+12% +$56.6K ﹤0.01% 4410
2019
Q1 		$609K Sell
3,380
-108
-3% -$15.6K ﹤0.01% 4211
2018
Q4 		$388K Buy
3,488
+246
+8% +$32K ﹤0.01% 4490
2018
Q3 		$438K Buy
3,242
+88
+3% +$12.1K ﹤0.01% 4533
2018
Q2 		$435K Buy
3,154
+381
+14% +$52.4K ﹤0.01% 4559
2018
Q1 		$383K Sell
2,773
-261
-9% -$35.5K ﹤0.01% 4586
2017
Q4 		$374K Buy
3,034
+959
+46% +$132K ﹤0.01% 4598
2017
Q3 		$283K Buy
2,075
+625
+43% +$94.3K ﹤0.01% 4715
2017
Q2 		$255K Sell
1,450
-3,479
-71% -$495K ﹤0.01% 4631
2017
Q1 		$591K Sell
4,929
-3,550
-42% -$369K ﹤0.01% 4130
2016
Q4 		$827K Buy
8,479
+7,638
+908% +$700K ﹤0.01% 3830
2016
Q3 		$79K Sell
841
-2,440
-74% -$245K ﹤0.01% 5052
2016
Q2 		$354K Buy
3,281
+3
+0.1% +$351 ﹤0.01% 4101
2016
Q1 		$393K Sell
3,278
-1,060
-24% -$111K ﹤0.01% 4022
2015
Q4 		$516K Sell
4,338
-633
-13% -$81.7K ﹤0.01% 3911
2015
Q3 		$847K Sell
4,971
-373
-7% -$71.5K ﹤0.01% 3608
2015
Q2 		$1.03M Buy
5,344
+1,136
+27% +$211K ﹤0.01% 3570
2015
Q1 		$623K Buy
4,208
+3,394
+417% +$517K ﹤0.01% 3816
2014
Q4 		$127K Sell
814
-845
-51% -$122K ﹤0.01% 4647
2014
Q3 		$237K Buy
1,659
+313
+23% +$45.4K ﹤0.01% 4280
2014
Q2 		$176K Buy
1,346
+149
+12% +$18.9K ﹤0.01% 4425
2014
Q1 		$146K Sell
1,197
-662
-36% -$71.7K ﹤0.01% 4483
2013
Q4 		$197K Sell
1,859
-1,759
-49% -$171K ﹤0.01% 4260
2013
Q3 		$405K Sell
3,618
-450
-11% -$51.1K ﹤0.01% 3858
2013
Q2 		$459K Buy
+4,068
New +$497K ﹤0.01% 3738

Other funds holding SRGA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Wells Fargo's SRGA Position: Q3 2023 in Review

Wells Fargo sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 119 shares — an estimated $21 sold.

Wells Fargo first reported a position in SRGA in Q2 2013 and held it in 41 quarters. The position peaked at $1.03M in Q2 2015. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Wells Fargo reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Wells Fargo sold 119 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $21.
  • Wells Fargo first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 41 quarters.
  • Wells Fargo's Surgalign Holdings, Inc. Common Stock position peaked at $1.03M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Wells Fargo's 13F filing for Q3 2023, filed 13 Nov 2023.