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AE Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

AE Wealth Management’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
2021
Q1 		– Sell
-4,234
Closed -$273K – 1525
2020
Q4 		$273K Buy
+4,234
New +$250K ﹤0.01% 1175

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AE Wealth Management's IPO Position: Q1 2021 in Review

AE Wealth Management sold out of Renaissance IPO ETF (IPO) in Q1 2021, closing a stake of 4,234 shares — an estimated $273K sold.

AE Wealth Management first reported a position in IPO in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 129 funds tracked by Wall St. Rank hold IPO as of Q1 2021.

  • AE Wealth Management reported no remaining Renaissance IPO ETF position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 4,234 Renaissance IPO ETF shares in Q1 2021, an estimated $273K.
  • AE Wealth Management first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 1 quarter.
  • AE Wealth Management's Renaissance IPO ETF position peaked at $273K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.