Janney Montgomery Scott
SURF

Janney Montgomery Scott’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Janney Montgomery Scott’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
2021
Q3 		– Sell
-31,308
Closed -$234K – 2396
2021
Q2 		$234K Hold
31,308
– – ﹤0.01% 2055
2021
Q1 		$244K Buy
31,308
+1,600
+5% +$16K ﹤0.01% 1965
2020
Q4 		$275K Buy
29,708
+17,908
+152% +$156K ﹤0.01% 1940
2020
Q3 		$81K Buy
+11,800
New +$71.6K ﹤0.01% 2015

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's SURF Position: Q3 2021 in Review

Janney Montgomery Scott sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2021, closing a stake of 31,308 shares — an estimated $234K sold.

Janney Montgomery Scott first reported a position in SURF in Q3 2020 and held it in 4 quarters. The position peaked at $275K in Q4 2020. 91 funds tracked by Wall St. Rank hold SURF as of Q3 2021.

  • Janney Montgomery Scott reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 31,308 Surface Oncology, Inc. Common Stock shares in Q3 2021, an estimated $234K.
  • Janney Montgomery Scott first reported a position in Surface Oncology, Inc. Common Stock in Q3 2020 and held it in 4 quarters.
  • Janney Montgomery Scott's Surface Oncology, Inc. Common Stock position peaked at $275K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2021.

Based on Janney Montgomery Scott's 13F filing for Q3 2021, filed 29 Oct 2021.