Capstone Investment Advisors
SURF

Capstone Investment Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Capstone Investment 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
2021
Q1 		– Sell
-35,967
Closed -$332K – 1989
2020
Q4 		$332K Buy
+35,967
New +$313K ﹤0.01% 1348

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's SURF Position: Q1 2021 in Review

Capstone Investment Advisors sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2021, closing a stake of 35,967 shares — an estimated $332K sold.

Capstone Investment Advisors first reported a position in SURF in Q4 2020 and held it in 1 quarter. The position peaked at $332K in Q4 2020. 90 funds tracked by Wall St. Rank hold SURF as of Q1 2021.

  • Capstone Investment Advisors reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 35,967 Surface Oncology, Inc. Common Stock shares in Q1 2021, an estimated $332K.
  • Capstone Investment Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Capstone Investment Advisors's Surface Oncology, Inc. Common Stock position peaked at $332K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2021.

Based on Capstone Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.