Endurance Wealth Management’s Stoke Therapeutics STOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2K	Hold	300	–	–	﹤0.01%	611
2023 Q1	$2K	Hold	300	–	–	﹤0.01%	607
2022 Q4	$3K	Hold	300	–	–	﹤0.01%	570
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	533
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	547
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	550
2021 Q4	$7K	Hold	300	–	–	﹤0.01%	534
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	468
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	541
2021 Q1	$12K	Sell	300 -200	-40%	-$11.4K	﹤0.01%	513
2020 Q4	$24K	Hold	500	–	–	﹤0.01%	401
2020 Q3	$16K	Hold	500	–	–	﹤0.01%	427
2020 Q2	$11K	Buy	+500	New	+$11.9K	﹤0.01%	457

Other funds holding STOK

Skorpios Trust Limassol, Cyprus $53.2M AUM 90.96% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

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

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

BBA

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

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

CAM

Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return

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

Endurance Wealth Management held its Stoke Therapeutics (STOK) position steady in Q2 2023 at 300 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Endurance Wealth Management first reported a position in STOK in Q2 2020 and has held it in 13 quarters since. The position peaked at $24K in Q4 2020. 100 funds tracked by Wall St. Rank hold STOK as of Q2 2023.

Endurance Wealth Management held 300 shares of Stoke Therapeutics worth $2K as of Q2 2023.
Endurance Wealth Management left its Stoke Therapeutics share count unchanged in Q2 2023.
Stoke Therapeutics made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #611 holding.
Endurance Wealth Management first reported a position in Stoke Therapeutics in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's Stoke Therapeutics position peaked at $24K in Q4 2020.
100 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2023.

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