Money Concepts Capital’s SurgePays SURG Stock Holding History

Money Concepts Capital’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-275	Closed	-$1.8K	–	2602
2022 Q4	$1.8K	Buy	+275	New	+$1.66K	﹤0.01%	2720

Other funds holding SURG

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Money Concepts Capital sold out of SurgePays (SURG) in Q1 2023, closing a stake of 275 shares — an estimated $1.8K sold.

Money Concepts Capital first reported a position in SURG in Q4 2022 and held it in 1 quarter. The position peaked at $1.8K in Q4 2022. 17 funds tracked by Wall St. Rank hold SURG as of Q1 2023.

Money Concepts Capital reported no remaining SurgePays position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 275 SurgePays shares in Q1 2023, an estimated $1.8K.
Money Concepts Capital first reported a position in SurgePays in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's SurgePays position peaked at $1.8K in Q4 2022.
17 funds tracked by Wall St. Rank held SurgePays as of Q1 2023.

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