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HC Financial Advisors’s Renaissance IPO ETF IPO Stock Holding History

HC Financial Advisors’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
Q2 		$0 Hold
3
– – ﹤0.01% 346
2022
Q1 		$0 Hold
3
– – ﹤0.01% 324
2021
Q4 		$0 Hold
3
– – ﹤0.01% 332
2021
Q3 		$0 Hold
3
– – ﹤0.01% 345
2021
Q2 		$0 Buy
+3
New +$186 ﹤0.01% 349

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HC Financial Advisors's IPO Position: Q2 2022 in Review

HC Financial Advisors held its Renaissance IPO ETF (IPO) position steady in Q2 2022 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #346.

HC Financial Advisors first reported a position in IPO in Q2 2021 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold IPO as of Q2 2022.

  • HC Financial Advisors held 3 shares of Renaissance IPO ETF worth $0 as of Q2 2022.
  • HC Financial Advisors left its Renaissance IPO ETF share count unchanged in Q2 2022.
  • Renaissance IPO ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #346 holding.
  • HC Financial Advisors first reported a position in Renaissance IPO ETF in Q2 2021 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.