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IEQ Capital’s Surf Air Mobility SRFM Stock Holding History

IEQ Capital’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,503
Closed -$20.2K – 1195
2024
Q2 		$20.2K Buy
7,503
+2,251
+43% +$7.24K ﹤0.01% 994
2024
Q1 		$31K Hold
5,252
– – ﹤0.01% 957
2023
Q4 		$57K Buy
5,252
+2,251
+75% +$18.1K ﹤0.01% 902
2023
Q3 		$34.2K Buy
+3,001
New +$35.7K ﹤0.01% 925

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GCS
Gordian Capital (Singapore) Singapore $59.8M AUM 82.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital's SRFM Position: Q3 2024 in Review

IEQ Capital sold out of Surf Air Mobility (SRFM) in Q3 2024, closing a stake of 7,503 shares — an estimated $20.2K sold.

IEQ Capital first reported a position in SRFM in Q3 2023 and held it in 4 quarters. The position peaked at $57K in Q4 2023. 19 funds tracked by Wall St. Rank hold SRFM as of Q3 2024.

  • IEQ Capital reported no remaining Surf Air Mobility position as of Q3 2024 after selling out during the quarter.
  • IEQ Capital sold 7,503 Surf Air Mobility shares in Q3 2024, an estimated $20.2K.
  • IEQ Capital first reported a position in Surf Air Mobility in Q3 2023 and held it in 4 quarters.
  • IEQ Capital's Surf Air Mobility position peaked at $57K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2024.

Based on IEQ Capital's 13F filing for Q3 2024, filed 14 Nov 2024.