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Lee Financial Group Hawaii’s Renaissance IPO ETF IPO Stock Holding History

Lee Financial Group Hawaii’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
-111,094
Closed -$6.91M – 39
2021
Q1 		$6.91M Buy
111,094
+102,925
+1,260% +$6.95M 5.67% 9
2020
Q4 		$527K Buy
+8,169
New +$482K 0.44% 32

Other funds holding IPO

ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lee Financial Group Hawaii's IPO Position: Q2 2021 in Review

Lee Financial Group Hawaii sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 111,094 shares — an estimated $6.91M sold.

Lee Financial Group Hawaii first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $6.91M in Q1 2021. 120 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Lee Financial Group Hawaii reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 111,094 Renaissance IPO ETF shares in Q2 2021, an estimated $6.91M.
  • Lee Financial Group Hawaii first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Renaissance IPO ETF position peaked at $6.91M in Q1 2021.
  • 120 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2021, filed 9 Aug 2021.