OIA
IPO icon

Optimum Investment Advisors’s Renaissance IPO ETF IPO Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,300
Closed -$68K – 911
2020
Q3 		$68K Buy
+1,300
New +$59.7K 0.02% 391
2015
Q1 		$12K Hold
500
– – ﹤0.01% 783
2014
Q4 		$11K Sell
500
-700
-58% -$16.1K ﹤0.01% 829
2014
Q3 		$28K Hold
1,200
– – 0.01% 584
2014
Q2 		$27K Hold
1,200
– – 0.01% 610
2014
Q1 		$27K Buy
1,200
+700
+140% +$15.7K 0.01% 467
2013
Q4 		$11K Buy
+500
New +$10.4K ﹤0.01% 598

Other funds holding IPO

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's IPO Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Renaissance IPO ETF (IPO) in Q4 2020, closing a stake of 1,300 shares — an estimated $68K sold.

Optimum Investment Advisors first reported a position in IPO in Q4 2013 and held it in 7 quarters. The position peaked at $68K in Q3 2020. 116 funds tracked by Wall St. Rank hold IPO as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Renaissance IPO ETF position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,300 Renaissance IPO ETF shares in Q4 2020, an estimated $68K.
  • Optimum Investment Advisors first reported a position in Renaissance IPO ETF in Q4 2013 and held it in 7 quarters.
  • Optimum Investment Advisors's Renaissance IPO ETF position peaked at $68K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.