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Oxford Financial Group’s ReNew RNW Stock Holding History

Oxford Financial Group’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,001
Closed -$78K – 330
2024
Q1 		$78K Hold
13,001
– – 0.01% 241
2023
Q4 		$99.6K Hold
13,001
– – 0.01% 251
2023
Q3 		$70.6K Hold
13,001
– – 0.01% 235
2023
Q2 		$71.2K Hold
13,001
– – 0.01% 251
2023
Q1 		$73.1K Hold
13,001
– – 0.01% 211
2022
Q4 		$71.5K Hold
13,001
– – 0.01% 209
2022
Q3 		$78K Hold
13,001
– – 0.01% 191
2022
Q2 		$84K Sell
13,001
-85,501
-87% -$616K 0.01% 209
2022
Q1 		$810K Hold
98,502
– – 0.1% 88
2021
Q4 		$766K Buy
+98,502
New +$866K 0.09% 95

Other funds holding RNW

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

Oxford Financial Group's RNW Position: Q2 2024 in Review

Oxford Financial Group sold out of ReNew (RNW) in Q2 2024, closing a stake of 13,001 shares — an estimated $78K sold.

Oxford Financial Group first reported a position in RNW in Q4 2021 and held it in 10 quarters. The position peaked at $810K in Q1 2022. 89 funds tracked by Wall St. Rank hold RNW as of Q2 2024.

  • Oxford Financial Group reported no remaining ReNew position as of Q2 2024 after selling out during the quarter.
  • Oxford Financial Group sold 13,001 ReNew shares in Q2 2024, an estimated $78K.
  • Oxford Financial Group first reported a position in ReNew in Q4 2021 and held it in 10 quarters.
  • Oxford Financial Group's ReNew position peaked at $810K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held ReNew as of Q2 2024.

Based on Oxford Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.