IWM
SURF

IHT Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

IHT Wealth Management’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
2020
Q4 		– Sell
-12,283
Closed -$85K – 778
2020
Q3 		$85K Buy
+12,283
New +$74.5K 0.01% 642

Other funds holding SURF

AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
AVAX
Atlas Venture Associates XI Cambridge, Massachusetts $631M AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $142M AUM 783.79% 1-Year Est. Return

IHT Wealth Management's SURF Position: Q4 2020 in Review

IHT Wealth Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q4 2020, closing a stake of 12,283 shares — an estimated $85K sold.

IHT Wealth Management first reported a position in SURF in Q3 2020 and held it in 1 quarter. The position peaked at $85K in Q3 2020. 91 funds tracked by Wall St. Rank hold SURF as of Q4 2020.

  • IHT Wealth Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • IHT Wealth Management sold 12,283 Surface Oncology, Inc. Common Stock shares in Q4 2020, an estimated $85K.
  • IHT Wealth Management first reported a position in Surface Oncology, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • IHT Wealth Management's Surface Oncology, Inc. Common Stock position peaked at $85K in Q3 2020.
  • 91 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.