C.M. Bidwell & Associates’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

C.M. Bidwell & Associates’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 Q2	–	Sell	-1,785	Closed	-$1.25K	–	590
2023 Q1	$1.25K	Hold	1,785	–	–	﹤0.01%	490
2022 Q4	$1.46K	Buy	1,785 +1,040	+140%	+$1.02K	﹤0.01%	469
2022 Q3	$1K	Sell	745 -49,910	-99%	-$79.8K	﹤0.01%	473
2022 Q2	$83K	Hold	50,655	–	–	0.07%	237
2022 Q1	$149K	Buy	50,655 +17,130	+51%	+$60K	0.1%	196
2021 Q4	$160K	Buy	33,525 +495	+1%	+$3.19K	0.1%	192
2021 Q3	$250K	Hold	33,030	–	–	0.17%	112
2021 Q2	$246K	Buy	33,030 +16,190	+96%	+$125K	0.16%	119
2021 Q1	$131K	Buy	+16,840	New	+$168K	0.1%	192

Other funds holding SURF

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

C.M. Bidwell & Associates's SURF Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2023, closing a stake of 1,785 shares — an estimated $1.25K sold.

C.M. Bidwell & Associates first reported a position in SURF in Q1 2021 and held it in 9 quarters. The position peaked at $250K in Q3 2021. 61 funds tracked by Wall St. Rank hold SURF as of Q2 2023.

C.M. Bidwell & Associates reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,785 Surface Oncology, Inc. Common Stock shares in Q2 2023, an estimated $1.25K.
C.M. Bidwell & Associates first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 9 quarters.
C.M. Bidwell & Associates's Surface Oncology, Inc. Common Stock position peaked at $250K in Q3 2021.
61 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.