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Institutional & Family Asset Management’s Renaissance IPO ETF IPO Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-2,950
Closed -$183K – 978
2021
Q1 		$183K Sell
2,950
-269
-8% -$18.2K 0.04% 190
2020
Q4 		$208K Buy
+3,219
New +$190K 0.04% 180

Other funds holding IPO

ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's IPO Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 2,950 shares — an estimated $183K sold.

Institutional & Family Asset Management first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $208K in Q4 2020. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,950 Renaissance IPO ETF shares in Q2 2021, an estimated $183K.
  • Institutional & Family Asset Management first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Renaissance IPO ETF position peaked at $208K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.