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Independent Solutions Wealth Management’s RingCentral RNG Stock Holding History

Independent Solutions 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
-684
Closed -$259K – 196
2020
Q4 		$259K Buy
+684
New +$213K 0.08% 160

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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

Independent Solutions Wealth Management's RNG Position: Q1 2021 in Review

Independent Solutions Wealth Management sold out of RingCentral (RNG) in Q1 2021, closing a stake of 684 shares — an estimated $259K sold.

Independent Solutions Wealth Management first reported a position in RNG in Q4 2020 and held it in 1 quarter. The position peaked at $259K in Q4 2020. 544 funds tracked by Wall St. Rank hold RNG as of Q1 2021.

  • Independent Solutions Wealth Management reported no remaining RingCentral position as of Q1 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 684 RingCentral shares in Q1 2021, an estimated $259K.
  • Independent Solutions Wealth Management first reported a position in RingCentral in Q4 2020 and held it in 1 quarter.
  • Independent Solutions Wealth Management's RingCentral position peaked at $259K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held RingCentral as of Q1 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2021, filed 19 Dec 2024.