Stifel Financial
SURGW

Stifel Financial’s SurgePays, Inc. Warrant SURGW Stock Holding History

Stifel Financial’s Portfolio SURGW Stock Details SURGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,960
Closed -$81.8K – 3443
2023
Q4 		$81.8K Buy
+38,960
New +$53.7K ﹤0.01% 3185

Other funds holding SURGW

WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $480M AUM 77.45% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's SURGW Position: Q1 2024 in Review

Stifel Financial sold out of SurgePays, Inc. Warrant (SURGW) in Q1 2024, closing a stake of 38,960 shares — an estimated $81.8K sold.

Stifel Financial first reported a position in SURGW in Q4 2023 and held it in 1 quarter. The position peaked at $81.8K in Q4 2023. 9 funds tracked by Wall St. Rank hold SURGW as of Q1 2024.

  • Stifel Financial reported no remaining SurgePays, Inc. Warrant position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 38,960 SurgePays, Inc. Warrant shares in Q1 2024, an estimated $81.8K.
  • Stifel Financial first reported a position in SurgePays, Inc. Warrant in Q4 2023 and held it in 1 quarter.
  • Stifel Financial's SurgePays, Inc. Warrant position peaked at $81.8K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held SurgePays, Inc. Warrant as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.