Cathie Wood’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,412,077
| Closed | -$1.23M | – | 232 |
|
|
2023
Q2 | $1.23M | Sell |
1,412,077
-4,084,069
| -74% | -$2.91M | 0.01% | 193 |
|
|
2023
Q1 | $3.84M | Sell |
5,496,146
-71,078
| -1% | -$57.6K | 0.03% | 131 |
|
|
2022
Q4 | $4.57M | Sell |
5,567,224
-468,467
| -8% | -$462K | 0.04% | 132 |
|
|
2022
Q3 | $6.28M | Buy |
6,035,691
+478,309
| +9% | +$764K | 0.04% | 123 |
|
|
2022
Q2 | $10.3M | Buy |
5,557,382
+214,266
| +4% | +$445K | 0.06% | 113 |
|
|
2022
Q1 | $15.7M | Buy |
5,343,116
+16,989
| +0.3% | +$59.5K | 0.07% | 117 |
|
|
2021
Q4 | $25.5M | Buy |
5,326,127
+707,773
| +15% | +$4.57M | 0.08% | 125 |
|
|
2021
Q3 | $35M | Buy |
4,618,354
+139,808
| +3% | +$895K | 0.08% | 127 |
|
|
2021
Q2 | $33.4M | Buy |
4,478,546
+409,291
| +10% | +$3.15M | 0.06% | 148 |
|
|
2021
Q1 | $31.7M | Buy |
4,069,255
+1,526,864
| +60% | +$15.3M | 0.06% | 148 |
|
|
2020
Q4 | $23.5M | Buy |
2,542,391
+2,088,322
| +460% | +$18.2M | 0.06% | 131 |
|
|
2020
Q3 | $3.13M | Buy |
+454,069
| New | +$2.75M | 0.02% | 131 |
|
Cathie Wood's SURF Position: Q3 2023 in Review
Cathie Wood sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 1,412,077 shares — an estimated $1.23M sold.
Cathie Wood first reported a position in SURF in Q3 2020 and held it in 12 quarters. The position peaked at $35M in Q3 2021. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.
- Cathie Wood reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
- Cathie Wood sold 1,412,077 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $1.23M.
- Cathie Wood first reported a position in Surface Oncology, Inc. Common Stock in Q3 2020 and held it in 12 quarters.
- Cathie Wood's Surface Oncology, Inc. Common Stock position peaked at $35M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.
Based on ARK Investment Management's 13F filing for Q3 2023, filed 18 Oct 2023.