Berman Capital Advisors’s RingCentral RNG Stock Holding History

Berman Capital 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
2021 Q3	$84K	Buy	388 +142	+58%	+$36K	0.01%	496
2021 Q2	$71K	Buy	246 +6	+3%	+$1.71K	0.01%	466
2021 Q1	$71K	Sell	240 -34	-12%	-$12.5K	0.01%	373
2020 Q4	$102K	Buy	274 +49	+22%	+$15.2K	0.02%	247
2020 Q3	$60K	Sell	225 -3	-1%	-$833	0.02%	304
2020 Q2	$63K	Buy	228 +8	+4%	+$2.02K	0.02%	289
2020 Q1	$46K	Buy	220 +7	+3%	+$1.44K	0.01%	307
2019 Q4	$35K	Hold	213	–	–	0.01%	398
2019 Q3	$26K	Hold	213	–	–	0.01%	440
2019 Q2	$24K	Hold	213	–	–	0.01%	464
2019 Q1	$22K	Buy	213 +80	+60%	+$7.86K	0.01%	434
2018 Q4	$10K	Buy	+133	New	+$10.5K	﹤0.01%	513

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

Berman Capital Advisors's RNG Position: Q3 2021 in Review

Berman Capital Advisors increased its RingCentral (RNG) stake by 58% in Q3 2021, buying an estimated $36K and bringing the position to 388 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #496.

Berman Capital Advisors first reported a position in RNG in Q4 2018 and has held it in 12 quarters since. The position peaked at $102K in Q4 2020. 485 funds tracked by Wall St. Rank hold RNG as of Q3 2021.

Berman Capital Advisors held 388 shares of RingCentral worth $84K as of Q3 2021.
Berman Capital Advisors bought 142 RingCentral shares in Q3 2021, an estimated $36K.
RingCentral made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #496 holding.
Berman Capital Advisors first reported a position in RingCentral in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's RingCentral position peaked at $102K in Q4 2020.
485 funds tracked by Wall St. Rank held RingCentral as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.