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Plante Moran Financial Advisors’s Renaissance IPO ETF IPO Stock Holding History

Plante Moran Financial 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
2022
Q1 		– Sell
-30
Closed -$2K – 897
2021
Q4 		$2K Buy
+30
New +$1.91K ﹤0.01% 915

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TWM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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 $1.02B AUM 31.16% 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 $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's IPO Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in IPO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 96 funds tracked by Wall St. Rank hold IPO as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Renaissance IPO ETF position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 30 Renaissance IPO ETF shares in Q1 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Renaissance IPO ETF in Q4 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Renaissance IPO ETF position peaked at $2K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.