49 Wealth Management’s RingCentral RNG Stock Holding History

49 Wealth Management’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-56,250	Closed	-$59.1K	–	186
2024 Q3	$59.1K	Hold	56,250	–	–	0.01%	174
2024 Q2	$46.1K	Buy	56,250 +49,746	+765%	+$1.6M	0.01%	154
2024 Q1	$219K	Sell	6,504 -364	-5%	-$12.3K	0.05%	110
2023 Q4	$233K	Buy	+6,868	New	+$205K	0.06%	100

Other funds holding RNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

49 Wealth Management's RNG Position: Q4 2024 in Review

49 Wealth Management sold out of RingCentral (RNG) in Q4 2024, closing a stake of 56,250 shares — an estimated $59.1K sold.

49 Wealth Management first reported a position in RNG in Q4 2023 and held it in 4 quarters. The position peaked at $233K in Q4 2023. 311 funds tracked by Wall St. Rank hold RNG as of Q4 2024.

49 Wealth Management reported no remaining RingCentral position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 56,250 RingCentral shares in Q4 2024, an estimated $59.1K.
49 Wealth Management first reported a position in RingCentral in Q4 2023 and held it in 4 quarters.
49 Wealth Management's RingCentral position peaked at $233K in Q4 2023.
311 funds tracked by Wall St. Rank held RingCentral as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.