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Endurance Wealth Management’s F&G Annuities & Life FG Stock Holding History

Endurance Wealth Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1K Hold
35
– – ﹤0.01% 621
2023
Q1 		$1K Hold
35
– – ﹤0.01% 622
2022
Q4 		$1K Buy
+35
New +$713 ﹤0.01% 610

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Endurance Wealth Management held its F&G Annuities & Life (FG) position steady in Q2 2023 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Endurance Wealth Management first reported a position in FG in Q4 2022 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold FG as of Q2 2023.

  • Endurance Wealth Management held 35 shares of F&G Annuities & Life worth $1K as of Q2 2023.
  • Endurance Wealth Management left its F&G Annuities & Life share count unchanged in Q2 2023.
  • F&G Annuities & Life made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #621 holding.
  • Endurance Wealth Management first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2023.

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