Avantax Advisory Services’s RingCentral RNG Stock Holding History

Avantax Advisory Services’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
2021 Q3	–	Sell	-1,007	Closed	-$293K	–	1223
2021 Q2	$293K	Buy	1,007 +2	+0.2%	+$571	0.01%	912
2021 Q1	$299K	Buy	+1,005	New	+$370K	0.01%	809
2020 Q4	–	Sell	-2,290	Closed	-$629K	–	1275
2020 Q3	$629K	Buy	2,290 +699	+44%	+$194K	0.01%	716
2020 Q2	$455K	Buy	+1,591	New	+$402K	0.01%	503

Other funds holding RNG

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Avantax Advisory Services's RNG Position: Q3 2021 in Review

Avantax Advisory Services sold out of RingCentral (RNG) in Q3 2021, closing a stake of 1,007 shares — an estimated $293K sold.

Avantax Advisory Services first reported a position in RNG in Q2 2020 and held it in 4 quarters. The position peaked at $629K in Q3 2020. 484 funds tracked by Wall St. Rank hold RNG as of Q3 2021.

Avantax Advisory Services reported no remaining RingCentral position as of Q3 2021 after selling out during the quarter.
Avantax Advisory Services sold 1,007 RingCentral shares in Q3 2021, an estimated $293K.
Avantax Advisory Services first reported a position in RingCentral in Q2 2020 and held it in 4 quarters.
Avantax Advisory Services's RingCentral position peaked at $629K in Q3 2020.
484 funds tracked by Wall St. Rank held RingCentral as of Q3 2021.

Based on Avantax Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.