AFP
SURG icon

Ausdal Financial Partners’s SurgePays SURG Stock Holding History

Ausdal Financial Partners’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,692
Closed -$81.9K – 488
2023
Q4 		$81.9K Buy
12,692
+1,020
+9% +$5.43K 0.01% 443
2023
Q3 		$54.6K Buy
11,672
+710
+6% +$3.68K 0.01% 423
2023
Q2 		$80.1K Buy
+10,962
New +$65.3K 0.01% 419

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ausdal Financial Partners's SURG Position: Q1 2024 in Review

Ausdal Financial Partners sold out of SurgePays (SURG) in Q1 2024, closing a stake of 12,692 shares — an estimated $81.9K sold.

Ausdal Financial Partners first reported a position in SURG in Q2 2023 and held it in 3 quarters. The position peaked at $81.9K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2024.

  • Ausdal Financial Partners reported no remaining SurgePays position as of Q1 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,692 SurgePays shares in Q1 2024, an estimated $81.9K.
  • Ausdal Financial Partners first reported a position in SurgePays in Q2 2023 and held it in 3 quarters.
  • Ausdal Financial Partners's SurgePays position peaked at $81.9K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2024.

Based on Ausdal Financial Partners's 13F filing for Q1 2024, filed 12 Apr 2024.