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HighMark Wealth Management’s Ribbon Communications RBBN Stock Holding History

HighMark Wealth Management’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,000
Closed -$16.1K – 598
2023
Q3 		$16.1K Hold
6,000
– – 0.01% 204
2023
Q2 		$16.7K Buy
+6,000
New +$16.6K 0.01% 197

Other funds holding RBBN

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PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighMark Wealth Management's RBBN Position: Q4 2023 in Review

HighMark Wealth Management sold out of Ribbon Communications (RBBN) in Q4 2023, closing a stake of 6,000 shares — an estimated $16.1K sold.

HighMark Wealth Management first reported a position in RBBN in Q2 2023 and held it in 2 quarters. The position peaked at $16.7K in Q2 2023. 125 funds tracked by Wall St. Rank hold RBBN as of Q4 2023.

  • HighMark Wealth Management reported no remaining Ribbon Communications position as of Q4 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 6,000 Ribbon Communications shares in Q4 2023, an estimated $16.1K.
  • HighMark Wealth Management first reported a position in Ribbon Communications in Q2 2023 and held it in 2 quarters.
  • HighMark Wealth Management's Ribbon Communications position peaked at $16.7K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Ribbon Communications as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.