Kings Point Capital Management’s Renaissance IPO ETF IPO Stock Holding History

Kings Point Capital 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 Q1	–	Sell	-622	Closed	-$36K	–	615
2021 Q4	$36K	Buy	+622	New	+$39.5K	﹤0.01%	436
2021 Q3	–	Sell	-622	Closed	-$41K	–	588
2021 Q2	$41K	Hold	622	–	–	﹤0.01%	374
2021 Q1	$39K	Buy	+622	New	+$42K	﹤0.01%	366

Other funds holding IPO

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

TWM

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kings Point Capital Management's IPO Position: Q1 2022 in Review

Kings Point Capital Management sold out of Renaissance IPO ETF (IPO) in Q1 2022, closing a stake of 622 shares — an estimated $36K sold.

Kings Point Capital Management first reported a position in IPO in Q1 2021 and held it in 3 quarters. The position peaked at $41K in Q2 2021. 96 funds tracked by Wall St. Rank hold IPO as of Q1 2022.

Kings Point Capital Management reported no remaining Renaissance IPO ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 622 Renaissance IPO ETF shares in Q1 2022, an estimated $36K.
Kings Point Capital Management first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 3 quarters.
Kings Point Capital Management's Renaissance IPO ETF position peaked at $41K in Q2 2021.
96 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.