Sargent Bickham Lagudis’s Renaissance IPO ETF IPO Stock Holding History

Sargent Bickham Lagudis’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 Q4	$7.07K	Hold	286	–	–	﹤0.01%	767
2022 Q3	$8K	Hold	286	–	–	﹤0.01%	723
2022 Q2	$9K	Hold	286	–	–	﹤0.01%	713
2022 Q1	$13K	Hold	286	–	–	﹤0.01%	677
2021 Q4	$17K	Hold	286	–	–	﹤0.01%	629
2021 Q3	$18K	Hold	286	–	–	﹤0.01%	623
2021 Q2	$19K	Hold	286	–	–	﹤0.01%	617
2021 Q1	$18K	Buy	+286	New	+$19.3K	﹤0.01%	601

Other funds holding IPO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sargent Bickham Lagudis's IPO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Renaissance IPO ETF (IPO) position steady in Q4 2022 at 286 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Sargent Bickham Lagudis first reported a position in IPO in Q1 2021 and has held it in 8 quarters since. The position peaked at $19K in Q2 2021. 65 funds tracked by Wall St. Rank hold IPO as of Q4 2022.

Sargent Bickham Lagudis held 286 shares of Renaissance IPO ETF worth $7.07K as of Q4 2022.
Sargent Bickham Lagudis left its Renaissance IPO ETF share count unchanged in Q4 2022.
Renaissance IPO ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #767 holding.
Sargent Bickham Lagudis first reported a position in Renaissance IPO ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's Renaissance IPO ETF position peaked at $19K in Q2 2021.
65 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.