Avitas Wealth Management’s RingCentral RNG Stock Holding History

Avitas 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
2021 Q3	–	Sell	-8,462	Closed	-$2.46M	–	209
2021 Q2	$2.46M	Buy	8,462 +1,614	+24%	+$461K	0.44%	96
2021 Q1	$2.04M	Sell	6,848 -3,318	-33%	-$1.22M	0.4%	95
2020 Q4	$3.85M	Buy	10,166 +2,250	+28%	+$700K	0.78%	32
2020 Q3	$2.17M	Sell	7,916 -2,166	-21%	-$602K	0.61%	55
2020 Q2	$2.87M	Buy	+10,082	New	+$2.55M	0.95%	30

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

Avitas Wealth Management's RNG Position: Q3 2021 in Review

Avitas Wealth Management sold out of RingCentral (RNG) in Q3 2021, closing a stake of 8,462 shares — an estimated $2.46M sold.

Avitas Wealth Management first reported a position in RNG in Q2 2020 and held it in 5 quarters. The position peaked at $3.85M in Q4 2020. 484 funds tracked by Wall St. Rank hold RNG as of Q3 2021.

Avitas Wealth Management reported no remaining RingCentral position as of Q3 2021 after selling out during the quarter.
Avitas Wealth Management sold 8,462 RingCentral shares in Q3 2021, an estimated $2.46M.
Avitas Wealth Management first reported a position in RingCentral in Q2 2020 and held it in 5 quarters.
Avitas Wealth Management's RingCentral position peaked at $3.85M in Q4 2020.
484 funds tracked by Wall St. Rank held RingCentral as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.