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Pacific Capital Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-8
Closed -$322 – 552
2024
Q2 		$322 Buy
+8
New +$314 ﹤0.01% 482

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Susquehanna International Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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SAM
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacific Capital Wealth Advisors's IPO Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q3 2024, closing a stake of 8 shares — an estimated $322 sold.

Pacific Capital Wealth Advisors first reported a position in IPO in Q2 2024 and held it in 1 quarter. The position peaked at $322 in Q2 2024. 58 funds tracked by Wall St. Rank hold IPO as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 8 Renaissance IPO ETF shares in Q3 2024, an estimated $322.
  • Pacific Capital Wealth Advisors first reported a position in Renaissance IPO ETF in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Renaissance IPO ETF position peaked at $322 in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.