NCM
SURF

Novare Capital Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Novare Capital Management’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
2021
Q3 		– Sell
-10,000
Closed -$75K – 165
2021
Q2 		$75K Hold
10,000
– – 0.01% 156
2021
Q1 		$78K Buy
+10,000
New +$100K 0.01% 155

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Novare Capital Management's SURF Position: Q3 2021 in Review

Novare Capital Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2021, closing a stake of 10,000 shares — an estimated $75K sold.

Novare Capital Management first reported a position in SURF in Q1 2021 and held it in 2 quarters. The position peaked at $78K in Q1 2021. 91 funds tracked by Wall St. Rank hold SURF as of Q3 2021.

  • Novare Capital Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Novare Capital Management sold 10,000 Surface Oncology, Inc. Common Stock shares in Q3 2021, an estimated $75K.
  • Novare Capital Management first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Novare Capital Management's Surface Oncology, Inc. Common Stock position peaked at $78K in Q1 2021.
  • 91 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2021.

Based on Novare Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.