RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

HTTP://WWW.RZWEALTH.COM/ WAYNE, PA Investment Advisor How do I update this listing?

Renaissance Investment Consultants Holding Company is based out of Wayne. Renaissance Investment Consultants Holding Company is a large advisory firm with 293 clients and discretionary assets under management (AUM) of $146,231,602 (Form ADV from 2020-07-29). Their last reported 13F filing for Q2 2020 included $91,550,000 in managed 13F securities and a top 10 holdings concentration of 48.12%. Renaissance Investment Consultants Holding Company's largest holding is Vanguard Information Technology ETF with shares held of 27,125. Whalewisdom has at least 3 13F filings

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06/30/2020

13F Activity

  • Market Value $91.55 Million
  • Prior Market Value $71.723 Million
  • New Purchases13 stocks
  • Additional Purchases34 stocks
  • Sold out of17 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 48.12 %
  • Turnover % [1]:37.50%
  • Turnover Alt % [2]: 26.25 %
  • Time Held Top20:1.35 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:1.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.19%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RZ WEALTH
480 E. SWEDESFORD ROAD SUITE 120
WAYNE PA    19087-1834
Country: United States

Business Phone: 610-627-5921
Fax: 610-627-5848
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 293
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2019-11-25
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2019-09-26
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2018-10-11
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

ownership team - last updated 2017-09-20
Name Title Start Date Direct/Indirect % Ownership
ROSENZWEIG, IRVIN, WILLIAM MANAGING MEMBER/CCO 07/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER direct 2014-07-01
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC MANAGING MEMBER/CCO direct 2014-07-01

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