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Baldwin Wealth Partners’s Renaissance International IPO ETF IPOS Stock Holding History

Baldwin Wealth Partners’s Portfolio IPOS Stock Details IPOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$3.96K – 625
2024
Q3 		$3.96K Sell
300
-10
-3% -$129 ﹤0.01% 892
2024
Q2 		$4.04K Buy
310
+10
+3% +$139 ﹤0.01% 606
2024
Q1 		$4.11K Hold
300
– – ﹤0.01% 608
2023
Q4 		$4.22K Hold
300
– – ﹤0.01% 627
2023
Q3 		$4.1K Hold
300
– – ﹤0.01% 642
2023
Q2 		$4.58K Hold
300
– – ﹤0.01% 654
2023
Q1 		$4.93K Hold
300
– – ﹤0.01% 672
2022
Q4 		$5.07K Buy
+300
New +$4.61K ﹤0.01% 656

Other funds holding IPOS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baldwin Wealth Partners's IPOS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Renaissance International IPO ETF (IPOS) in Q4 2024, closing a stake of 300 shares — an estimated $3.96K sold.

Baldwin Wealth Partners first reported a position in IPOS in Q4 2022 and held it in 8 quarters. The position peaked at $5.07K in Q4 2022. 6 funds tracked by Wall St. Rank hold IPOS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Renaissance International IPO ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 300 Renaissance International IPO ETF shares in Q4 2024, an estimated $3.96K.
  • Baldwin Wealth Partners first reported a position in Renaissance International IPO ETF in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Renaissance International IPO ETF position peaked at $5.07K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Renaissance International IPO ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.