Liberty Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Liberty Wealth 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 Q3	–	Sell	-16	Closed	–	–	1199
2021 Q2	$0	Buy	+16	New	+$992	﹤0.01%	1121

Other funds holding IPO

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

TWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Liberty Wealth Management's IPO Position: Q3 2021 in Review

Liberty Wealth Management sold out of Renaissance IPO ETF (IPO) in Q3 2021, closing a stake of 16 shares.

Liberty Wealth Management first reported a position in IPO in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 104 funds tracked by Wall St. Rank hold IPO as of Q3 2021.

Liberty Wealth Management reported no remaining Renaissance IPO ETF position as of Q3 2021 after selling out during the quarter.
Liberty Wealth Management sold 16 Renaissance IPO ETF shares in Q3 2021.
Liberty Wealth Management first reported a position in Renaissance IPO ETF in Q2 2021 and held it in 1 quarter.
Liberty Wealth Management's Renaissance IPO ETF position peaked at $0 in Q2 2021.
104 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.