SFS
SURF

Sowell Financial Services’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-530
Closed -$4K – 2973
2021
Q1 		$4K Sell
530
-1,320
-71% -$13.2K ﹤0.01% 2699
2020
Q4 		$17K Buy
+1,850
New +$16.1K ﹤0.01% 1818

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's SURF Position: Q2 2021 in Review

Sowell Financial Services sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2021, closing a stake of 530 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SURF in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 96 funds tracked by Wall St. Rank hold SURF as of Q2 2021.

  • Sowell Financial Services reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 530 Surface Oncology, Inc. Common Stock shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Surface Oncology, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Surface Oncology, Inc. Common Stock position peaked at $17K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.