Vontobel Holding
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Vontobel Holding’s Renaissance IPO ETF IPO Stock Holding History

Vontobel Holding’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
-3,706
Closed -$230K – 1158
2021
Q1 		$230K Buy
+3,706
New +$250K ﹤0.01% 884

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EF
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JIP
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RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vontobel Holding's IPO Position: Q2 2021 in Review

Vontobel Holding sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 3,706 shares — an estimated $230K sold.

Vontobel Holding first reported a position in IPO in Q1 2021 and held it in 1 quarter. The position peaked at $230K in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Vontobel Holding reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Vontobel Holding sold 3,706 Renaissance IPO ETF shares in Q2 2021, an estimated $230K.
  • Vontobel Holding first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 1 quarter.
  • Vontobel Holding's Renaissance IPO ETF position peaked at $230K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Vontobel Holding's 13F filing for Q2 2021, filed 6 Aug 2021.