MFG
SURF

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

Merit Financial Group’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
-11,000
Closed -$9.02K – 744
2022
Q4 		$9.02K Hold
11,000
– – ﹤0.01% 689
2022
Q3 		$11K Hold
11,000
– – ﹤0.01% 567
2022
Q2 		$18K Buy
+11,000
New +$22.8K ﹤0.01% 564

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

Merit Financial Group's SURF Position: Q1 2023 in Review

Merit Financial Group sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2023, closing a stake of 11,000 shares — an estimated $9.02K sold.

Merit Financial Group first reported a position in SURF in Q2 2022 and held it in 3 quarters. The position peaked at $18K in Q2 2022. 71 funds tracked by Wall St. Rank hold SURF as of Q1 2023.

  • Merit Financial Group reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 11,000 Surface Oncology, Inc. Common Stock shares in Q1 2023, an estimated $9.02K.
  • Merit Financial Group first reported a position in Surface Oncology, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's Surface Oncology, Inc. Common Stock position peaked at $18K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.