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Beaumont Financial Advisors’s RingCentral RNG Stock Holding History

Beaumont Financial 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
2025
Q1 		– Sell
-7,481
Closed -$262K – 380
2024
Q4 		$262K Buy
+7,481
New +$269K 0.02% 314

Other funds holding RNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's RNG Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of RingCentral (RNG) in Q1 2025, closing a stake of 7,481 shares — an estimated $262K sold.

Beaumont Financial Advisors first reported a position in RNG in Q4 2024 and held it in 1 quarter. The position peaked at $262K in Q4 2024. 297 funds tracked by Wall St. Rank hold RNG as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining RingCentral position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 7,481 RingCentral shares in Q1 2025, an estimated $262K.
  • Beaumont Financial Advisors first reported a position in RingCentral in Q4 2024 and held it in 1 quarter.
  • Beaumont Financial Advisors's RingCentral position peaked at $262K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held RingCentral as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.