LPL Financial
SURF

LPL Financial’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

LPL Financial’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
2022
Q2 		– Sell
-10,100
Closed -$30K – 4563
2022
Q1 		$30K Buy
+10,100
New +$35.4K ﹤0.01% 4101
2021
Q4 		– Sell
-26,650
Closed -$202K – 4483
2021
Q3 		$202K Buy
+26,650
New +$171K ﹤0.01% 3982

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's SURF Position: Q2 2022 in Review

LPL Financial sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2022, closing a stake of 10,100 shares — an estimated $30K sold.

LPL Financial first reported a position in SURF in Q3 2021 and held it in 2 quarters. The position peaked at $202K in Q3 2021. 84 funds tracked by Wall St. Rank hold SURF as of Q2 2022.

  • LPL Financial reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • LPL Financial sold 10,100 Surface Oncology, Inc. Common Stock shares in Q2 2022, an estimated $30K.
  • LPL Financial first reported a position in Surface Oncology, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
  • LPL Financial's Surface Oncology, Inc. Common Stock position peaked at $202K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.