MCC
SURF

Money Concepts Capital’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Money Concepts Capital’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
-613
Closed -$502 – 3162
2022
Q4 		$502 Sell
613
-45,977
-99% -$45.3K ﹤0.01% 2992
2022
Q3 		$48K Hold
46,590
– – ﹤0.01% 720
2022
Q2 		$78K Sell
46,590
-304
-0.6% -$631 0.01% 618
2022
Q1 		$138K Buy
46,894
+497
+1% +$1.74K 0.01% 882
2021
Q4 		$222K Buy
+46,397
New +$299K 0.02% 467
2021
Q1 		$448K Buy
+57,392
New +$574K 0.04% 333

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

Money Concepts Capital's SURF Position: Q1 2023 in Review

Money Concepts Capital sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2023, closing a stake of 613 shares — an estimated $502 sold.

Money Concepts Capital first reported a position in SURF in Q1 2021 and held it in 6 quarters. The position peaked at $448K in Q1 2021. 71 funds tracked by Wall St. Rank hold SURF as of Q1 2023.

  • Money Concepts Capital reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 613 Surface Oncology, Inc. Common Stock shares in Q1 2023, an estimated $502.
  • Money Concepts Capital first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • Money Concepts Capital's Surface Oncology, Inc. Common Stock position peaked at $448K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.