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B. Riley Wealth Advisors’s RingCentral RNG Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-12,015
Closed -$393K – 1610
2023
Q2 		$393K Buy
+12,015
New +$369K 0.01% 980
2022
Q1 		– Sell
-2,638
Closed -$495K – 1482
2021
Q4 		$495K Sell
2,638
-293
-10% -$65K 0.01% 814
2021
Q3 		$713K Sell
2,931
-81
-3% -$20.5K 0.02% 636
2021
Q2 		$883K Sell
3,012
-35,557
-92% -$10.1M 0.03% 550
2021
Q1 		$11.5M Sell
38,569
-2,145
-5% -$789K 0.41% 46
2020
Q4 		$15.3M Sell
40,714
-5,274
-11% -$1.64M 0.82% 16
2020
Q3 		$12.9M Buy
45,988
+23,306
+103% +$6.47M 0.69% 28
2020
Q2 		$6.46M Buy
22,682
+19,806
+689% +$5.01M 0.43% 54
2020
Q1 		$610K Buy
+2,876
New +$592K 0.05% 343
2018
Q4 		– Sell
-4,135
Closed -$385K – 724
2018
Q3 		$385K Buy
4,135
+11
+0.3% +$949 0.05% 415
2018
Q2 		$291K Sell
4,124
-1,434
-26% -$103K 0.04% 478
2018
Q1 		$353K Buy
+5,558
New +$326K 0.05% 405

Other funds holding RNG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's RNG Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of RingCentral (RNG) in Q3 2023, closing a stake of 12,015 shares — an estimated $393K sold.

B. Riley Wealth Advisors first reported a position in RNG in Q1 2018 and held it in 12 quarters. The position peaked at $15.3M in Q4 2020. 259 funds tracked by Wall St. Rank hold RNG as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining RingCentral position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,015 RingCentral shares in Q3 2023, an estimated $393K.
  • B. Riley Wealth Advisors first reported a position in RingCentral in Q1 2018 and held it in 12 quarters.
  • B. Riley Wealth Advisors's RingCentral position peaked at $15.3M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held RingCentral as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.