National Bank of Canada
SURG icon

National Bank of Canada’s SurgePays SURG Stock Holding History

National Bank of Canada’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
Q3 		– Sell
-36,000
Closed -$111K – 3027
2024
Q2 		$111K Buy
36,000
+12,000
+50% +$45.3K ﹤0.01% 1460
2024
Q1 		$91.9K Buy
+24,000
New +$160K ﹤0.01% 1575

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 $609B AUM 40.19% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

National Bank of Canada's SURG Position: Q3 2024 in Review

National Bank of Canada sold out of SurgePays (SURG) in Q3 2024, closing a stake of 36,000 shares — an estimated $111K sold.

National Bank of Canada first reported a position in SURG in Q1 2024 and held it in 2 quarters. The position peaked at $111K in Q2 2024. 27 funds tracked by Wall St. Rank hold SURG as of Q3 2024.

  • National Bank of Canada reported no remaining SurgePays position as of Q3 2024 after selling out during the quarter.
  • National Bank of Canada sold 36,000 SurgePays shares in Q3 2024, an estimated $111K.
  • National Bank of Canada first reported a position in SurgePays in Q1 2024 and held it in 2 quarters.
  • National Bank of Canada's SurgePays position peaked at $111K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held SurgePays as of Q3 2024.

Based on National Bank of Canada's 13F filing for Q3 2024, filed 12 Nov 2024.