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Wealthcare Advisory Partners’s Renaissance IPO ETF IPO Stock Holding History

Wealthcare Advisory Partners’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
-690
Closed -$43K – 1193
2021
Q1 		$43K Buy
+690
New +$46.6K ﹤0.01% 925

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RWA
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Bank of America
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Cambridge Investment Research Advisors
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CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
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Wealthcare Advisory Partners's IPO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Renaissance IPO ETF (IPO) in Q2 2021, closing a stake of 690 shares — an estimated $43K sold.

Wealthcare Advisory Partners first reported a position in IPO in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 119 funds tracked by Wall St. Rank hold IPO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Renaissance IPO ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 690 Renaissance IPO ETF shares in Q2 2021, an estimated $43K.
  • Wealthcare Advisory Partners first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Renaissance IPO ETF position peaked at $43K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.