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National Wealth Management Group’s Renaissance IPO ETF IPO Stock Holding History

National Wealth Management Group’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
-8,070
Closed -$467K – 120
2021
Q4 		$467K Buy
+8,070
New +$513K 0.44% 68

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TWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Citadel Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $424B AUM 22.94% 1-Year Est. Return

National Wealth Management Group's IPO Position: Q1 2022 in Review

National Wealth Management Group sold out of Renaissance IPO ETF (IPO) in Q1 2022, closing a stake of 8,070 shares — an estimated $467K sold.

National Wealth Management Group first reported a position in IPO in Q4 2021 and held it in 1 quarter. The position peaked at $467K in Q4 2021. 96 funds tracked by Wall St. Rank hold IPO as of Q1 2022.

  • National Wealth Management Group reported no remaining Renaissance IPO ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 8,070 Renaissance IPO ETF shares in Q1 2022, an estimated $467K.
  • National Wealth Management Group first reported a position in Renaissance IPO ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's Renaissance IPO ETF position peaked at $467K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.