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New England Private Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

New England Private Wealth Advisors’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
Q1 		– Sell
-6,000
Closed -$386K – 97
2020
Q4 		$386K Buy
+6,000
New +$354K 0.08% 66

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New England Private Wealth Advisors's IPO Position: Q1 2021 in Review

New England Private Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2021, closing a stake of 6,000 shares — an estimated $386K sold.

New England Private Wealth Advisors first reported a position in IPO in Q4 2020 and held it in 1 quarter. The position peaked at $386K in Q4 2020. 129 funds tracked by Wall St. Rank hold IPO as of Q1 2021.

  • New England Private Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q1 2021 after selling out during the quarter.
  • New England Private Wealth Advisors sold 6,000 Renaissance IPO ETF shares in Q1 2021, an estimated $386K.
  • New England Private Wealth Advisors first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 1 quarter.
  • New England Private Wealth Advisors's Renaissance IPO ETF position peaked at $386K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2021.

Based on New England Private Wealth Advisors's 13F filing for Q1 2021, filed 11 May 2021.