SWM
SURF

Spire Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-11,000
Closed -$53K – 2969
2021
Q4 		$53K Buy
+11,000
New +$71K ﹤0.01% 1699
2021
Q2 		– Sell
-27,900
Closed -$220K – 3057
2021
Q1 		$220K Buy
+27,900
New +$279K 0.01% 1025

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

Spire Wealth Management's SURF Position: Q1 2022 in Review

Spire Wealth Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2022, closing a stake of 11,000 shares — an estimated $53K sold.

Spire Wealth Management first reported a position in SURF in Q1 2021 and held it in 2 quarters. The position peaked at $220K in Q1 2021. 103 funds tracked by Wall St. Rank hold SURF as of Q1 2022.

  • Spire Wealth Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 11,000 Surface Oncology, Inc. Common Stock shares in Q1 2022, an estimated $53K.
  • Spire Wealth Management first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Surface Oncology, Inc. Common Stock position peaked at $220K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.