RJA
SURF

Raymond James & Associates’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Raymond James & Associates’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
2022
Q1 		– Sell
-18,393
Closed -$88K – 4319
2021
Q4 		$88K Sell
18,393
-56,505
-75% -$365K ﹤0.01% 3881
2021
Q3 		$567K Sell
74,898
-31,305
-29% -$200K ﹤0.01% 2976
2021
Q2 		$792K Buy
106,203
+7,692
+8% +$59.3K ﹤0.01% 2749
2021
Q1 		$768K Buy
98,511
+56,474
+134% +$564K ﹤0.01% 2686
2020
Q4 		$388K Sell
42,037
-46,002
-52% -$400K ﹤0.01% 2978
2020
Q3 		$607K Buy
+88,039
New +$534K ﹤0.01% 2490

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James & Associates's SURF Position: Q1 2022 in Review

Raymond James & Associates sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2022, closing a stake of 18,393 shares — an estimated $88K sold.

Raymond James & Associates first reported a position in SURF in Q3 2020 and held it in 6 quarters. The position peaked at $792K in Q2 2021. 103 funds tracked by Wall St. Rank hold SURF as of Q1 2022.

  • Raymond James & Associates reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Raymond James & Associates sold 18,393 Surface Oncology, Inc. Common Stock shares in Q1 2022, an estimated $88K.
  • Raymond James & Associates first reported a position in Surface Oncology, Inc. Common Stock in Q3 2020 and held it in 6 quarters.
  • Raymond James & Associates's Surface Oncology, Inc. Common Stock position peaked at $792K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2022.

Based on Raymond James & Associates's 13F filing for Q1 2022, filed 11 May 2022.