TCI Wealth Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-220	Closed	-$154	–	2463
2023 Q1	$154	Hold	220	–	–	﹤0.01%	2364
2022 Q4	$180	Sell	220 -100	-31%	-$99	﹤0.01%	2345
2022 Q3	$0	Hold	320	–	–	﹤0.01%	2682
2022 Q2	$1K	Hold	320	–	–	﹤0.01%	2234
2022 Q1	$1K	Hold	320	–	–	﹤0.01%	2181
2021 Q4	$2K	Buy	320 +100	+45%	+$645	﹤0.01%	2139
2021 Q3	$2K	Buy	220 +100	+83%	+$640	﹤0.01%	2200
2021 Q2	$1K	Buy	120 +100	+500%	+$771	﹤0.01%	2277
2021 Q1	$0	Buy	+20	New	+$200	﹤0.01%	2264

Other funds holding SURF

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCI Wealth Advisors's SURF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2023, closing a stake of 220 shares — an estimated $154 sold.

TCI Wealth Advisors first reported a position in SURF in Q1 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 61 funds tracked by Wall St. Rank hold SURF as of Q2 2023.

TCI Wealth Advisors reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 220 Surface Oncology, Inc. Common Stock shares in Q2 2023, an estimated $154.
TCI Wealth Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Surface Oncology, Inc. Common Stock position peaked at $2K in Q4 2021.
61 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.