Endurance Wealth Management’s IGM Biosciences IGMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3K	Buy	+300	New	+$3.36K	﹤0.01%	570
2023 Q1	–	Sell	-300	Closed	-$5K	–	649
2022 Q4	$5K	Hold	300	–	–	﹤0.01%	528
2022 Q3	$7K	Hold	300	–	–	﹤0.01%	497
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	531
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	534
2021 Q4	$8K	Hold	300	–	–	﹤0.01%	525
2021 Q3	$28K	Hold	300	–	–	﹤0.01%	415
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	450
2021 Q1	$23K	Hold	300	–	–	﹤0.01%	437
2020 Q4	$26K	Sell	300 -140	-32%	-$9.84K	﹤0.01%	388
2020 Q3	$32K	Hold	440	–	–	﹤0.01%	351
2020 Q2	$32K	Buy	+440	New	+$26.7K	0.01%	353
2020 Q1	–	Sell	-650	Closed	-$24K	–	576
2019 Q4	$24K	Buy	+650	New	+$16.3K	﹤0.01%	346

Other funds holding IGMS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Endurance Wealth Management opened a new position in IGM Biosciences (IGMS) in Q2 2023: 300 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Endurance Wealth Management previously reported a position in IGMS as recently as Q4 2022.

Endurance Wealth Management first reported a position in IGMS in Q4 2019 and has held it in 13 quarters since. The position peaked at $32K in Q3 2020. 79 funds tracked by Wall St. Rank hold IGMS as of Q2 2023.

Endurance Wealth Management held 300 shares of IGM Biosciences worth $3K as of Q2 2023.
IGM Biosciences was a new Endurance Wealth Management position in Q2 2023.
IGM Biosciences made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #570 holding.
Endurance Wealth Management first reported a position in IGM Biosciences in Q4 2019 and has held it in 13 quarters since.
Endurance Wealth Management's IGM Biosciences position peaked at $32K in Q3 2020.
79 funds tracked by Wall St. Rank held IGM Biosciences as of Q2 2023.

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