IA
SURF

IFP Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

IFP Advisors’s Portfolio SURF Stock Details SURF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,585
Closed -$22K – 4584
2022
Q4 		$22K Hold
1,585
– – ﹤0.01% 2830
2022
Q3 		$22K Hold
1,585
– – ﹤0.01% 3022
2022
Q2 		$22K Hold
1,585
– – ﹤0.01% 2780
2022
Q1 		$22K Buy
+1,585
New +$5.55K ﹤0.01% 2779
2021
Q2 		– Sell
-500
Closed -$3.85K – 3292
2021
Q1 		$4K Buy
+500
New +$5K ﹤0.01% 2516

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

IFP Advisors's SURF Position: Q1 2023 in Review

IFP Advisors sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2023, closing a stake of 1,585 shares — an estimated $22K sold.

IFP Advisors first reported a position in SURF in Q1 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2022. 71 funds tracked by Wall St. Rank hold SURF as of Q1 2023.

  • IFP Advisors reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,585 Surface Oncology, Inc. Common Stock shares in Q1 2023, an estimated $22K.
  • IFP Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
  • IFP Advisors's Surface Oncology, Inc. Common Stock position peaked at $22K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.