BFC
SURF

Bedel Financial Consulting’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-100
Closed – – 983
2022
Q1 		$0 Hold
100
– – ﹤0.01% 1093
2021
Q4 		$0 Hold
100
– – ﹤0.01% 1104
2021
Q3 		$1K Hold
100
– – ﹤0.01% 970
2021
Q2 		$1K Hold
100
– – ﹤0.01% 954
2021
Q1 		$1K Hold
100
– – ﹤0.01% 916
2020
Q4 		$1K Hold
100
– – ﹤0.01% 818
2020
Q3 		$1K Hold
100
– – ﹤0.01% 796
2020
Q2 		$1K Buy
+100
New +$361 ﹤0.01% 762

Other funds holding SURF

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bedel Financial Consulting's SURF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2022, closing a stake of 100 shares.

Bedel Financial Consulting first reported a position in SURF in Q2 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 84 funds tracked by Wall St. Rank hold SURF as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 100 Surface Oncology, Inc. Common Stock shares in Q2 2022.
  • Bedel Financial Consulting first reported a position in Surface Oncology, Inc. Common Stock in Q2 2020 and held it in 8 quarters.
  • Bedel Financial Consulting's Surface Oncology, Inc. Common Stock position peaked at $1K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.