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MYDA Advisors’s SurgePays SURG Stock Holding History

MYDA Advisors’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
2024
Q1 		– Sell
-139,600
Closed -$900K – 146
2023
Q4 		$900K Sell
139,600
-114,900
-45% -$612K 0.3% 55
2023
Q3 		$1.19M Buy
254,500
+185,100
+267% +$960K 0.38% 49
2023
Q2 		$507K Buy
69,400
+49,400
+247% +$294K 0.15% 81
2023
Q1 		$89.8K Buy
+20,000
New +$108K 0.03% 106

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MYDA Advisors's SURG Position: Q2 2024 in Review

MYDA Advisors sold out of SurgePays (SURG) in Q2 2024, closing a stake of 72,000 shares — an estimated $277K sold.

MYDA Advisors first reported a position in SURG in Q4 2022 and held it in 6 quarters. The position peaked at $3.01M in Q4 2022. 32 funds tracked by Wall St. Rank hold SURG as of Q2 2024.

  • MYDA Advisors reported no remaining SurgePays position as of Q2 2024 after selling out during the quarter.
  • MYDA Advisors sold 72,000 SurgePays shares in Q2 2024, an estimated $277K.
  • MYDA Advisors first reported a position in SurgePays in Q4 2022 and held it in 6 quarters.
  • MYDA Advisors's SurgePays position peaked at $3.01M in Q4 2022.
  • 32 funds tracked by Wall St. Rank held SurgePays as of Q2 2024.

Based on MYDA Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.