EverSource Wealth Advisors’s RingCentral RNG Stock Holding History

EverSource 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
2026 Q1	$14.9K	Sell	402 -610	-60%	-$19.7K	﹤0.01%	2681
2025 Q4	$29.2K	Buy	1,012 +738	+269%	+$21K	﹤0.01%	2130
2025 Q3	$7.76K	Buy	274 +107	+64%	+$3.12K	﹤0.01%	2957
2025 Q2	$4.73K	Buy	167 +101	+153%	+$2.61K	﹤0.01%	3183
2025 Q1	$1.63K	Sell	66 -206	-76%	-$6.42K	﹤0.01%	3016
2024 Q4	$9.52K	Buy	272 +250	+1,136%	+$8.98K	﹤0.01%	2023
2024 Q3	$696	Sell	22 -55	-71%	-$1.74K	﹤0.01%	2794
2024 Q2	$2.7K	Sell	77 -17	-18%	-$547	﹤0.01%	2451
2024 Q1	$2.78K	Buy	+94	New	+$3.16K	﹤0.01%	2278
2023 Q4	–	Sell	-133	Closed	-$3.94K	–	2729
2023 Q3	$3.94K	Buy	133 +33	+33%	+$1.1K	﹤0.01%	1799
2023 Q2	$3.27K	Sell	100 -1,747	-95%	-$53.7K	﹤0.01%	1892
2023 Q1	$56.6K	Sell	1,847 -191	-9%	-$6.83K	0.01%	747
2022 Q4	$72.1K	Buy	2,038 +1,815	+814%	+$64.9K	0.01%	619
2022 Q3	$9K	Buy	223 +195	+696%	+$9.35K	﹤0.01%	1167
2022 Q2	$1K	Buy	+28	New	+$2.13K	﹤0.01%	1663

Other funds holding RNG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return