Vontobel Holding
SURF

Vontobel Holding’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Vontobel Holding’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
Q1 		– Sell
-15,000
Closed -$72K – 1151
2021
Q4 		$72K Sell
15,000
-15,014
-50% -$96.9K ﹤0.01% 1035
2021
Q3 		$227K Hold
30,014
– – ﹤0.01% 1010
2021
Q2 		$224K Hold
30,014
– – ﹤0.01% 1009
2021
Q1 		$234K Hold
30,014
– – ﹤0.01% 881
2020
Q4 		$277K Buy
+30,014
New +$261K ﹤0.01% 818

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vontobel Holding's SURF Position: Q1 2022 in Review

Vontobel Holding sold out of Surface Oncology, Inc. Common Stock (SURF) in Q1 2022, closing a stake of 15,000 shares — an estimated $72K sold.

Vontobel Holding first reported a position in SURF in Q4 2020 and held it in 5 quarters. The position peaked at $277K in Q4 2020. 103 funds tracked by Wall St. Rank hold SURF as of Q1 2022.

  • Vontobel Holding reported no remaining Surface Oncology, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Vontobel Holding sold 15,000 Surface Oncology, Inc. Common Stock shares in Q1 2022, an estimated $72K.
  • Vontobel Holding first reported a position in Surface Oncology, Inc. Common Stock in Q4 2020 and held it in 5 quarters.
  • Vontobel Holding's Surface Oncology, Inc. Common Stock position peaked at $277K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.