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Advisornet Financial’s Renaissance IPO ETF IPO Stock Holding History

Advisornet Financial’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$1.24K – 2450
2022
Q4 		$1.24K Hold
50
– – ﹤0.01% 1781
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1778
2022
Q2 		$2K Hold
50
– – ﹤0.01% 1696
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1790
2021
Q4 		$3K Hold
50
– – ﹤0.01% 1755
2021
Q3 		$3K Sell
50
-89
-64% -$5.8K ﹤0.01% 1710
2021
Q2 		$9K Buy
139
+55
+65% +$3.41K ﹤0.01% 1443
2021
Q1 		$5K Buy
+84
New +$5.67K ﹤0.01% 1512

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial's IPO Position: Q1 2023 in Review

Advisornet Financial sold out of Renaissance IPO ETF (IPO) in Q1 2023, closing a stake of 50 shares — an estimated $1.24K sold.

Advisornet Financial first reported a position in IPO in Q1 2021 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 61 funds tracked by Wall St. Rank hold IPO as of Q1 2023.

  • Advisornet Financial reported no remaining Renaissance IPO ETF position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 50 Renaissance IPO ETF shares in Q1 2023, an estimated $1.24K.
  • Advisornet Financial first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 8 quarters.
  • Advisornet Financial's Renaissance IPO ETF position peaked at $9K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.