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Meitav Investment House’s Renaissance IPO ETF IPO Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-480
Closed -$15.6K – 430
2023
Q2 		$15.6K Buy
+480
New +$14.2K ﹤0.01% 514

Other funds holding IPO

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meitav Investment House's IPO Position: Q3 2023 in Review

Meitav Investment House sold out of Renaissance IPO ETF (IPO) in Q3 2023, closing a stake of 480 shares — an estimated $15.6K sold.

Meitav Investment House first reported a position in IPO in Q2 2023 and held it in 1 quarter. The position peaked at $15.6K in Q2 2023. 52 funds tracked by Wall St. Rank hold IPO as of Q3 2023.

  • Meitav Investment House reported no remaining Renaissance IPO ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 480 Renaissance IPO ETF shares in Q3 2023, an estimated $15.6K.
  • Meitav Investment House first reported a position in Renaissance IPO ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Renaissance IPO ETF position peaked at $15.6K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.