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Avantax Planning Partners’s RingCentral RNG Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-35
Closed -$2K – 1208
2018
Q1 		$2K Buy
+35
New +$2.05K ﹤0.01% 1625

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Planning Partners's RNG Position: Q2 2018 in Review

Avantax Planning Partners sold out of RingCentral (RNG) in Q2 2018, closing a stake of 35 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in RNG in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 264 funds tracked by Wall St. Rank hold RNG as of Q2 2018.

  • Avantax Planning Partners reported no remaining RingCentral position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 35 RingCentral shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in RingCentral in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's RingCentral position peaked at $2K in Q1 2018.
  • 264 funds tracked by Wall St. Rank held RingCentral as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.