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Buckingham Strategic Wealth’s Surf Air Mobility SRFM Stock Holding History

Buckingham Strategic Wealth’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.2M Buy
+444,331
New +$1.43M 0.01% 305

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Buckingham Strategic Wealth's SRFM Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Surf Air Mobility (SRFM) in Q2 2024: 444,331 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

31 funds tracked by Wall St. Rank hold SRFM as of Q2 2024.

  • Buckingham Strategic Wealth held 444,331 shares of Surf Air Mobility worth $1.2M as of Q2 2024.
  • Surf Air Mobility was a new Buckingham Strategic Wealth position in Q2 2024.
  • Surf Air Mobility made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #305 holding.
  • 31 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.