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

Regal 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
2021
Q4 		– Sell
-3,284
Closed -$211K – 547
2021
Q3 		$211K Sell
3,284
-19,191
-85% -$1.25M 0.02% 498
2021
Q2 		$1.49M Buy
+22,475
New +$1.39M 0.15% 148

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Regal Investment Advisors's IPO Position: Q4 2021 in Review

Regal Investment Advisors sold out of Renaissance IPO ETF (IPO) in Q4 2021, closing a stake of 3,284 shares — an estimated $211K sold.

Regal Investment Advisors first reported a position in IPO in Q2 2021 and held it in 2 quarters. The position peaked at $1.49M in Q2 2021. 115 funds tracked by Wall St. Rank hold IPO as of Q4 2021.

  • Regal Investment Advisors reported no remaining Renaissance IPO ETF position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 3,284 Renaissance IPO ETF shares in Q4 2021, an estimated $211K.
  • Regal Investment Advisors first reported a position in Renaissance IPO ETF in Q2 2021 and held it in 2 quarters.
  • Regal Investment Advisors's Renaissance IPO ETF position peaked at $1.49M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.