Citadel Advisors
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Citadel Advisors’s SurgePays SURG Stock Holding History

Citadel Advisors’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,000
Closed -$81.5K – 14031
2025
Q3 		$81.5K Sell
29,000
-30,700
-51% -$87K ﹤0.01% 11962
2025
Q2 		$186K Buy
59,700
+29,800
+100% +$82.5K ﹤0.01% 10742
2025
Q1 		$61.9K Buy
29,900
+28,700
+2,392% +$42.4K ﹤0.01% 12071
2024
Q4 		$2.14K Sell
1,200
-7,800
-87% -$13.7K ﹤0.01% 14115
2024
Q3 		$16.6K Sell
9,000
-12,500
-58% -$28.4K ﹤0.01% 12923
2024
Q2 		$68.6K Buy
21,500
+600
+3% +$2.27K ﹤0.01% 11398
2024
Q1 		$80.5K Sell
20,900
-65,400
-76% -$436K ﹤0.01% 11643
2023
Q4 		$557K Sell
86,300
-68,400
-44% -$364K ﹤0.01% 7867
2023
Q3 		$724K Buy
154,700
+59,800
+63% +$310K ﹤0.01% 7273
2023
Q2 		$694K Buy
94,900
+8,200
+9% +$48.9K ﹤0.01% 7221
2023
Q1 		$389K Sell
86,700
-105,000
-55% -$567K ﹤0.01% 8823
2022
Q4 		$1.26M Buy
191,700
+92,500
+93% +$558K ﹤0.01% 6369
2022
Q3 		$451K Buy
99,200
+76,600
+339% +$391K ﹤0.01% 8696
2022
Q2 		$109K Buy
+22,600
New +$95.3K ﹤0.01% 11326

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors's SURG Position: Q1 2025 in Review

Citadel Advisors sold out of SurgePays (SURG) in Q1 2025, closing a stake of 41,486 shares — an estimated $61.2K sold.

Citadel Advisors first reported a position in SURG in Q4 2021 and held it in 5 quarters. The position peaked at $96.3K in Q2 2023. 29 funds tracked by Wall St. Rank hold SURG as of Q1 2025.

  • Citadel Advisors reported no remaining SurgePays position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 41,486 SurgePays shares in Q1 2025, an estimated $61.2K.
  • Citadel Advisors first reported a position in SurgePays in Q4 2021 and held it in 5 quarters.
  • Citadel Advisors's SurgePays position peaked at $96.3K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held SurgePays as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.