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Sowell Financial Services’s Renaissance IPO ETF IPO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-125
Closed -$7K – 1596
2021
Q1 		$7K Buy
125
+105
+525% +$7.09K ﹤0.01% 2464
2020
Q4 		$1K Buy
+20
New +$1.18K ﹤0.01% 2589

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JIP
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RWA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Osaic Holdings
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Sowell Financial Services's IPO Position: Q2 2021 in Review

Sowell Financial Services sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 125 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in IPO in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 120 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Sowell Financial Services reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 125 Renaissance IPO ETF shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Renaissance IPO ETF position peaked at $7K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.