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Redwood Wealth Management Group’s SurgePays SURG Stock Holding History

Redwood Wealth Management Group’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
-2,500
Closed -$7.97K – 978
2024
Q2 		$7.97K Buy
+2,500
New +$9.45K 0.01% 647

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
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 $4.91B 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 $2.9T AUM 29.55% 1-Year Est. Return

Redwood Wealth Management Group's SURG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of SurgePays (SURG) in Q3 2024, closing a stake of 2,500 shares — an estimated $7.97K sold.

Redwood Wealth Management Group first reported a position in SURG in Q2 2024 and held it in 1 quarter. The position peaked at $7.97K in Q2 2024. 27 funds tracked by Wall St. Rank hold SURG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining SurgePays position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,500 SurgePays shares in Q3 2024, an estimated $7.97K.
  • Redwood Wealth Management Group first reported a position in SurgePays in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's SurgePays position peaked at $7.97K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held SurgePays as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.