AWA
SURF

Arete Wealth Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Arete Wealth Advisors’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
2023
Q3 		– Sell
-54,465
Closed -$47K – 758
2023
Q2 		$47K Buy
54,465
+500
+0.9% +$357 ﹤0.01% 647
2023
Q1 		$38K Sell
53,965
-8,191
-13% -$6.64K ﹤0.01% 628
2022
Q4 		$51M Buy
62,156
+4,966
+9% +$4.9K ﹤0.01% 602
2022
Q3 		$59K Sell
57,190
-5,414
-9% -$8.65K 0.01% 555
2022
Q2 		$103K Buy
62,604
+8,492
+16% +$17.6K 0.01% 443
2022
Q1 		$159K Sell
54,112
-1,695
-3% -$5.94K 0.01% 488
2021
Q4 		$283K Buy
+55,807
New +$360K 0.02% 393
2021
Q3 		– Sell
-15,735
Closed -$103K – 453
2021
Q2 		$103K Buy
+15,735
New +$121K 0.01% 355

Arete Wealth Advisors's SURF Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 54,465 shares — an estimated $47K sold.

Arete Wealth Advisors first reported a position in SURF in Q2 2021 and held it in 8 quarters. The position peaked at $51M in Q4 2022. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.

  • Arete Wealth Advisors reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 54,465 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $47K.
  • Arete Wealth Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q2 2021 and held it in 8 quarters.
  • Arete Wealth Advisors's Surface Oncology, Inc. Common Stock position peaked at $51M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.