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FNY Investment Advisers’s SurgePays SURG Stock Holding History

FNY Investment Advisers’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
-14,800
Closed -$95K – 841
2023
Q4 		$95K Buy
+14,800
New +$78.8K 0.11% 137
2023
Q1 		– Sell
-8,800
Closed -$57K – 726
2022
Q4 		$57K Buy
+8,800
New +$53.1K 0.08% 179

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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

FNY Investment Advisers's SURG Position: Q1 2024 in Review

FNY Investment Advisers sold out of SurgePays (SURG) in Q1 2024, closing a stake of 14,800 shares — an estimated $95K sold.

FNY Investment Advisers first reported a position in SURG in Q4 2022 and held it in 2 quarters. The position peaked at $95K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2024.

  • FNY Investment Advisers reported no remaining SurgePays position as of Q1 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 14,800 SurgePays shares in Q1 2024, an estimated $95K.
  • FNY Investment Advisers first reported a position in SurgePays in Q4 2022 and held it in 2 quarters.
  • FNY Investment Advisers's SurgePays position peaked at $95K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2024.

Based on FNY Investment Advisers's 13F filing for Q1 2024, filed 3 May 2024.