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Creekmur Asset Management’s SurgePays SURG Stock Holding History

Creekmur Asset Management’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
2024
Q1 		– Sell
-835
Closed -$5.39K – 909
2023
Q4 		$5.39K Buy
+835
New +$4.45K ﹤0.01% 585

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creekmur Asset Management's SURG Position: Q1 2024 in Review

Creekmur Asset Management sold out of SurgePays (SURG) in Q1 2024, closing a stake of 835 shares — an estimated $5.39K sold.

Creekmur Asset Management first reported a position in SURG in Q4 2023 and held it in 1 quarter. The position peaked at $5.39K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2024.

  • Creekmur Asset Management reported no remaining SurgePays position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 835 SurgePays shares in Q1 2024, an estimated $5.39K.
  • Creekmur Asset Management first reported a position in SurgePays in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's SurgePays position peaked at $5.39K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.