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

YHB 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
2022
Q2 		– Sell
-7,700
Closed -$339K – 286
2022
Q1 		$339K Sell
7,700
-4,073
-35% -$185K 0.03% 223
2021
Q4 		$681K Buy
11,773
+105
+0.9% +$6.67K 0.05% 188
2021
Q3 		$750K Buy
11,668
+930
+9% +$60.6K 0.06% 177
2021
Q2 		$711K Buy
10,738
+3,375
+46% +$209K 0.06% 184
2021
Q1 		$477K Buy
+7,363
New +$497K 0.04% 203

Other funds holding IPO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YHB Investment Advisors's IPO Position: Q2 2022 in Review

YHB Investment Advisors sold out of Renaissance IPO ETF (IPO) in Q2 2022, closing a stake of 7,700 shares — an estimated $339K sold.

YHB Investment Advisors first reported a position in IPO in Q1 2021 and held it in 5 quarters. The position peaked at $750K in Q3 2021. 84 funds tracked by Wall St. Rank hold IPO as of Q2 2022.

  • YHB Investment Advisors reported no remaining Renaissance IPO ETF position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 7,700 Renaissance IPO ETF shares in Q2 2022, an estimated $339K.
  • YHB Investment Advisors first reported a position in Renaissance IPO ETF in Q1 2021 and held it in 5 quarters.
  • YHB Investment Advisors's Renaissance IPO ETF position peaked at $750K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.