Tucker Asset Management’s SurgePays SURG Stock Holding History

Tucker Asset Management’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,952	Closed	-$42.2K	–	1785
2024 Q1	$42.2K	Buy	+10,952	New	+$73K	0.01%	485

Other funds holding SURG

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

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tucker Asset Management's SURG Position: Q2 2024 in Review

Tucker Asset Management sold out of SurgePays (SURG) in Q2 2024, closing a stake of 10,952 shares — an estimated $42.2K sold.

Tucker Asset Management first reported a position in SURG in Q1 2024 and held it in 1 quarter. The position peaked at $42.2K in Q1 2024. 32 funds tracked by Wall St. Rank hold SURG as of Q2 2024.

Tucker Asset Management reported no remaining SurgePays position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 10,952 SurgePays shares in Q2 2024, an estimated $42.2K.
Tucker Asset Management first reported a position in SurgePays in Q1 2024 and held it in 1 quarter.
Tucker Asset Management's SurgePays position peaked at $42.2K in Q1 2024.
32 funds tracked by Wall St. Rank held SurgePays as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.