Crescent Capital Consulting’s Renaissance IPO ETF IPO Stock Holding History

Crescent Capital Consulting’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 Q4	$2K	Hold	27	–	–	﹤0.01%	474
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	512
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	454
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	453
2020 Q4	$2K	Buy	+27	New	+$1.59K	﹤0.01%	411

Other funds holding IPO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Crescent Capital Consulting's IPO Position: Q4 2021 in Review

Crescent Capital Consulting held its Renaissance IPO ETF (IPO) position steady in Q4 2021 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Crescent Capital Consulting first reported a position in IPO in Q4 2020 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IPO as of Q4 2021.

Crescent Capital Consulting held 27 shares of Renaissance IPO ETF worth $2K as of Q4 2021.
Crescent Capital Consulting left its Renaissance IPO ETF share count unchanged in Q4 2021.
Renaissance IPO ETF made up ﹤0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #474 holding.
Crescent Capital Consulting first reported a position in Renaissance IPO ETF in Q4 2020 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.