JWA
RNG icon

JFS Wealth Advisors’s RingCentral RNG Stock Holding History

JFS 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
Q2 		$1.36K Hold
35
– – ﹤0.01% 1726
2026
Q1 		$1.3K Sell
35
-2
-5% -$64 ﹤0.01% 1619
2025
Q4 		$1.07K Sell
37
-2,481
-99% -$70.6K ﹤0.01% 1693
2025
Q3 		$71.4K Buy
2,518
+2,493
+9,972% +$72.6K ﹤0.01% 452
2025
Q2 		$709 Buy
25
+4
+19% +$103 ﹤0.01% 1640
2025
Q1 		$520 Sell
21
-12
-36% -$374 ﹤0.01% 1763
2024
Q4 		$1.16K Hold
33
– – ﹤0.01% 1648
2024
Q3 		$1.04K Buy
33
+7
+27% +$221 ﹤0.01% 1686
2024
Q2 		$734 Buy
+26
New +$836 ﹤0.01% 1738
2022
Q3 		– Sell
-12
Closed -$1K – 1899
2022
Q2 		$1K Buy
12
+8
+200% +$607 ﹤0.01% 1622
2022
Q1 		$0 Buy
4
+2
+100% +$294 ﹤0.01% 1944
2021
Q4 		$0 Buy
+2
New +$444 ﹤0.01% 1856

Other funds holding RNG

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return