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Householder Group Estate & Retirement Specialist’s Renaissance IPO ETF IPO Stock Holding History

Householder Group Estate & Retirement Specialist’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
-333
Closed -$9K – 699
2022
Q3 		$9K Buy
+333
New +$10.8K ﹤0.01% 748

Other funds holding IPO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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 $1.41B AUM 19.71% 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 $377B AUM 19.32% 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

Householder Group Estate & Retirement Specialist's IPO Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Renaissance IPO ETF (IPO) in Q4 2022, closing a stake of 333 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in IPO in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 65 funds tracked by Wall St. Rank hold IPO as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Renaissance IPO ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 333 Renaissance IPO ETF shares in Q4 2022, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Renaissance IPO ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Renaissance IPO ETF position peaked at $9K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.