Avior Wealth Management’s RingCentral RNG Stock Holding History

Avior 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
2025 Q1	–	Sell	-65	Closed	-$2.27K	–	1984
2024 Q4	$2.27K	Buy	+65	New	+$2.33K	﹤0.01%	2094
2023 Q1	–	Sell	-8,232	Closed	-$291K	–	1661
2022 Q4	$291K	Buy	+8,232	New	+$294K	0.02%	407

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

HAI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's RNG Position: Q1 2025 in Review

Avior Wealth Management sold out of RingCentral (RNG) in Q1 2025, closing a stake of 65 shares — an estimated $2.27K sold.

Avior Wealth Management first reported a position in RNG in Q4 2022 and held it in 2 quarters. The position peaked at $291K in Q4 2022. 297 funds tracked by Wall St. Rank hold RNG as of Q1 2025.

Avior Wealth Management reported no remaining RingCentral position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 65 RingCentral shares in Q1 2025, an estimated $2.27K.
Avior Wealth Management first reported a position in RingCentral in Q4 2022 and held it in 2 quarters.
Avior Wealth Management's RingCentral position peaked at $291K in Q4 2022.
297 funds tracked by Wall St. Rank held RingCentral as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.