Endurance Wealth Management’s Editas Medicine EDIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3K	Hold	400	–	–	﹤0.01%	568
2023 Q1	$3K	Hold	400	–	–	﹤0.01%	573
2022 Q4	$4K	Hold	400	–	–	﹤0.01%	536
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	513
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	529
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	532
2021 Q4	$11K	Hold	400	–	–	﹤0.01%	499
2021 Q3	$16K	Sell	400 -100	-20%	-$5.48K	﹤0.01%	486
2021 Q2	$28K	Sell	500 -800	-62%	-$29.6K	﹤0.01%	415
2021 Q1	$55K	Buy	1,300 +100	+8%	+$5.7K	0.01%	350
2020 Q4	$84K	Hold	1,200	–	–	0.01%	268
2020 Q3	$34K	Hold	1,200	–	–	0.01%	349
2020 Q2	$35K	Hold	1,200	–	–	0.01%	347
2020 Q1	$24K	Hold	1,200	–	–	﹤0.01%	348
2019 Q4	$36K	Buy	+1,200	New	+$30K	0.01%	310

Other funds holding EDIT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Endurance Wealth Management held its Editas Medicine (EDIT) position steady in Q2 2023 at 400 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Endurance Wealth Management first reported a position in EDIT in Q4 2019 and has held it in 15 quarters since. The position peaked at $84K in Q4 2020. 237 funds tracked by Wall St. Rank hold EDIT as of Q2 2023.

Endurance Wealth Management held 400 shares of Editas Medicine worth $3K as of Q2 2023.
Endurance Wealth Management left its Editas Medicine share count unchanged in Q2 2023.
Editas Medicine made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #568 holding.
Endurance Wealth Management first reported a position in Editas Medicine in Q4 2019 and has held it in 15 quarters since.
Endurance Wealth Management's Editas Medicine position peaked at $84K in Q4 2020.
237 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2023.

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