Credit Suisse’s SurgePays SURG Stock Holding History

Credit Suisse’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
2023 Q1	–	Sell	-1	Closed	-$7	–	3678
2022 Q4	$7	Hold	1	–	–	﹤0.01%	3782
2022 Q3	$0	Hold	1	–	–	﹤0.01%	4276
2022 Q2	$0	Buy	+1	New	+$4	﹤0.01%	4298

Other funds holding SURG

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

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

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Credit Suisse's SURG Position: Q1 2023 in Review

Credit Suisse sold out of SurgePays (SURG) in Q1 2023, closing a stake of 1 share — an estimated $7 sold.

Credit Suisse first reported a position in SURG in Q2 2022 and held it in 3 quarters. The position peaked at $7 in Q4 2022. 17 funds tracked by Wall St. Rank hold SURG as of Q1 2023.

Credit Suisse reported no remaining SurgePays position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 1 SurgePays share in Q1 2023, an estimated $7.
Credit Suisse first reported a position in SurgePays in Q2 2022 and held it in 3 quarters.
Credit Suisse's SurgePays position peaked at $7 in Q4 2022.
17 funds tracked by Wall St. Rank held SurgePays as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.