SPIA
SURF

Steward Partners Investment Advisory’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Steward Partners Investment Advisory’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
-1,000
Closed -$7.8K – 7491
2021
Q1 		$7.8K Buy
+1,000
New +$10K ﹤0.01% 2879

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $618B AUM 30.34% 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 $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's SURF Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2021, closing a stake of 1,000 shares — an estimated $7.8K sold.

Steward Partners Investment Advisory first reported a position in SURF in Q1 2021 and held it in 1 quarter. The position peaked at $7.8K in Q1 2021. 96 funds tracked by Wall St. Rank hold SURF as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Surface Oncology, Inc. Common Stock shares in Q2 2021, an estimated $7.8K.
  • Steward Partners Investment Advisory first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Surface Oncology, Inc. Common Stock position peaked at $7.8K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.