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Financial Advocates Investment Management’s Renaissance IPO ETF IPO Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-3,735
Closed -$208K – 816
2022
Q3 		$208K Buy
+3,735
New +$121K 0.02% 675

Other funds holding IPO

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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 $1.64B AUM 26.59% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's IPO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Renaissance IPO ETF (IPO) in Q4 2022, closing a stake of 3,735 shares — an estimated $208K sold.

Financial Advocates Investment Management first reported a position in IPO in Q3 2022 and held it in 1 quarter. The position peaked at $208K in Q3 2022. 66 funds tracked by Wall St. Rank hold IPO as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Renaissance IPO ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,735 Renaissance IPO ETF shares in Q4 2022, an estimated $208K.
  • Financial Advocates Investment Management first reported a position in Renaissance IPO ETF in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Renaissance IPO ETF position peaked at $208K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.