Endurance Wealth Management’s ENI E Stock Holding History

Endurance Wealth Management’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3K	Hold	96	–	–	﹤0.01%	567
2023 Q1	$3K	Hold	96	–	–	﹤0.01%	572
2022 Q4	$3K	Hold	96	–	–	﹤0.01%	553
2022 Q3	$2K	Hold	96	–	–	﹤0.01%	557
2022 Q2	$2K	Hold	96	–	–	﹤0.01%	575
2022 Q1	$3K	Hold	96	–	–	﹤0.01%	579
2021 Q4	$3K	Hold	96	–	–	﹤0.01%	564
2021 Q3	$3K	Hold	96	–	–	﹤0.01%	575
2021 Q2	$2K	Hold	96	–	–	﹤0.01%	600
2021 Q1	$2K	Hold	96	–	–	﹤0.01%	607
2020 Q4	$2K	Hold	96	–	–	﹤0.01%	570
2020 Q3	$1K	Hold	96	–	–	﹤0.01%	591
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	555
2020 Q1	$2K	Buy	+96	New	+$2.44K	﹤0.01%	507

Other funds holding E

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Endurance Wealth Management's E Position: Q2 2023 in Review

Endurance Wealth Management held its ENI (E) position steady in Q2 2023 at 96 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Endurance Wealth Management first reported a position in E in Q1 2020 and has held it in 14 quarters since. 198 funds tracked by Wall St. Rank hold E as of Q2 2023.

Endurance Wealth Management held 96 shares of ENI worth $3K as of Q2 2023.
Endurance Wealth Management left its ENI share count unchanged in Q2 2023.
ENI made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #567 holding.
Endurance Wealth Management first reported a position in ENI in Q1 2020 and has held it in 14 quarters since.
198 funds tracked by Wall St. Rank held ENI as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.