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Carroll Financial Associates’s Renaissance IPO ETF IPO Stock Holding History

Carroll Financial Associates’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
-500
Closed -$32K – 1688
2020
Q4 		$32K Buy
+500
New +$29.5K ﹤0.01% 804

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Carroll Financial Associates's IPO Position: Q1 2021 in Review

Carroll Financial Associates sold out of Renaissance IPO ETF (IPO) in Q1 2021, closing a stake of 500 shares — an estimated $32K sold.

Carroll Financial Associates first reported a position in IPO in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 129 funds tracked by Wall St. Rank hold IPO as of Q1 2021.

  • Carroll Financial Associates reported no remaining Renaissance IPO ETF position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 500 Renaissance IPO ETF shares in Q1 2021, an estimated $32K.
  • Carroll Financial Associates first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Renaissance IPO ETF position peaked at $32K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.