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Laurel Wealth Advisors (North Carolina)’s Renaissance IPO ETF IPO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-185
Closed -$12K – 744
2021
Q1 		$12K Hold
185
– – ﹤0.01% 407
2020
Q4 		$12K Buy
+185
New +$10.9K ﹤0.01% 397

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JIP
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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

Laurel Wealth Advisors (North Carolina)'s IPO Position: Q2 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 185 shares — an estimated $12K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 185 Renaissance IPO ETF shares in Q2 2021, an estimated $12K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Renaissance IPO ETF position peaked at $12K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2021, filed 2 Aug 2021.