RG
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Retirement Group’s Surf Air Mobility SRFM Stock Holding History

Retirement Group’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
Q1 		$1.8K Hold
305
– – ﹤0.01% 662
2023
Q4 		$3.31K Buy
+305
New +$2.45K ﹤0.01% 584

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 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
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Retirement Group's SRFM Position: Q1 2024 in Review

Retirement Group held its Surf Air Mobility (SRFM) position steady in Q1 2024 at 305 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Retirement Group first reported a position in SRFM in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.31K in Q4 2023. 29 funds tracked by Wall St. Rank hold SRFM as of Q1 2024.

  • Retirement Group held 305 shares of Surf Air Mobility worth $1.8K as of Q1 2024.
  • Retirement Group left its Surf Air Mobility share count unchanged in Q1 2024.
  • Surf Air Mobility made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #662 holding.
  • Retirement Group first reported a position in Surf Air Mobility in Q4 2023 and has held it in 2 quarters since.
  • Retirement Group's Surf Air Mobility position peaked at $3.31K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.