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Bartlett & Co Wealth Management’s RingCentral RNG Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-2
Closed -$758 – 1178
2020
Q4 		$758 Buy
+2
New +$622 ﹤0.01% 1093

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BlackRock
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Jennison Associates
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's RNG Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of RingCentral (RNG) in Q1 2021, closing a stake of 2 shares — an estimated $758 sold.

Bartlett & Co Wealth Management first reported a position in RNG in Q4 2020 and held it in 1 quarter. The position peaked at $758 in Q4 2020. 544 funds tracked by Wall St. Rank hold RNG as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining RingCentral position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2 RingCentral shares in Q1 2021, an estimated $758.
  • Bartlett & Co Wealth Management first reported a position in RingCentral in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's RingCentral position peaked at $758 in Q4 2020.
  • 544 funds tracked by Wall St. Rank held RingCentral as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.