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

Total Clarity 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 Q3	–	Sell	-750	Closed	-$1K	–	1030
2022 Q2	$1K	Buy	+750	New	+$1.56K	﹤0.01%	1005
2022 Q1	–	Sell	-750	Closed	-$4K	–	973
2021 Q4	$4K	Hold	750	–	–	﹤0.01%	863
2021 Q3	$6K	Buy	+750	New	+$4.8K	﹤0.01%	800
2021 Q2	–	Sell	-750	Closed	-$6K	–	798
2021 Q1	$6K	Buy	+750	New	+$7.5K	﹤0.01%	672

Other funds holding SURF

AIM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DCM

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Total Clarity Wealth Management's SURF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2022, closing a stake of 750 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in SURF in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 79 funds tracked by Wall St. Rank hold SURF as of Q3 2022.

Total Clarity Wealth Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 750 Surface Oncology, Inc. Common Stock shares in Q3 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in Surface Oncology, Inc. Common Stock in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Surface Oncology, Inc. Common Stock position peaked at $6K in Q3 2021.
79 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.