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Wealthspire Advisors (New York)’s Surf Air Mobility SRFM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,900
Closed -$7.8K – 769
2024
Q2 		$7.8K Hold
2,900
– – ﹤0.01% 661
2024
Q1 		$17.1K Buy
+2,900
New +$22.6K ﹤0.01% 637

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GCS
Gordian Capital (Singapore) Singapore $59.8M AUM 82.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s SRFM Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of Surf Air Mobility (SRFM) in Q3 2024, closing a stake of 2,900 shares — an estimated $7.8K sold.

Wealthspire Advisors (New York) first reported a position in SRFM in Q1 2024 and held it in 2 quarters. The position peaked at $17.1K in Q1 2024. 19 funds tracked by Wall St. Rank hold SRFM as of Q3 2024.

  • Wealthspire Advisors (New York) reported no remaining Surf Air Mobility position as of Q3 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,900 Surf Air Mobility shares in Q3 2024, an estimated $7.8K.
  • Wealthspire Advisors (New York) first reported a position in Surf Air Mobility in Q1 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Surf Air Mobility position peaked at $17.1K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Surf Air Mobility as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.