Ameriprise
SURF

Ameriprise’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Ameriprise’s Portfolio SURF Stock Details SURF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,700
Closed -$16K – 4081
2022
Q3 		$16K Hold
15,700
– – ﹤0.01% 3928
2022
Q2 		$26K Sell
15,700
-7,000
-31% -$14.5K ﹤0.01% 3850
2022
Q1 		$67K Buy
22,700
+4,500
+25% +$15.8K ﹤0.01% 3870
2021
Q4 		$87K Buy
+18,200
New +$117K ﹤0.01% 3880

Other funds holding SURF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Ameriprise's SURF Position: Q4 2022 in Review

Ameriprise sold out of Surface Oncology, Inc. Common Stock (SURF) in Q4 2022, closing a stake of 15,700 shares — an estimated $16K sold.

Ameriprise first reported a position in SURF in Q4 2021 and held it in 4 quarters. The position peaked at $87K in Q4 2021. 79 funds tracked by Wall St. Rank hold SURF as of Q4 2022.

  • Ameriprise reported no remaining Surface Oncology, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Ameriprise sold 15,700 Surface Oncology, Inc. Common Stock shares in Q4 2022, an estimated $16K.
  • Ameriprise first reported a position in Surface Oncology, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Ameriprise's Surface Oncology, Inc. Common Stock position peaked at $87K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q4 2022.

Based on Ameriprise's 13F filing for Q4 2022, filed 14 Feb 2023.