National Bank of Canada
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National Bank of Canada’s Surf Air Mobility SRFM Stock Holding History

National Bank of Canada’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-179
Closed -$528 – 2828
2024
Q1 		$528 Sell
179
-14
-7% -$109 ﹤0.01% 2596
2023
Q4 		$1.94K Sell
193
-107
-36% -$859 ﹤0.01% 2460
2023
Q3 		$3.53K Buy
+300
New +$3.57K ﹤0.01% 2422

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

National Bank of Canada's SRFM Position: Q2 2024 in Review

National Bank of Canada sold out of Surf Air Mobility (SRFM) in Q2 2024, closing a stake of 179 shares — an estimated $528 sold.

National Bank of Canada first reported a position in SRFM in Q3 2023 and held it in 3 quarters. The position peaked at $3.53K in Q3 2023. 31 funds tracked by Wall St. Rank hold SRFM as of Q2 2024.

  • National Bank of Canada reported no remaining Surf Air Mobility position as of Q2 2024 after selling out during the quarter.
  • National Bank of Canada sold 179 Surf Air Mobility shares in Q2 2024, an estimated $528.
  • National Bank of Canada first reported a position in Surf Air Mobility in Q3 2023 and held it in 3 quarters.
  • National Bank of Canada's Surf Air Mobility position peaked at $3.53K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2024.

Based on National Bank of Canada's 13F filing for Q2 2024, filed 2 Aug 2024.