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JP Morgan Private Wealth Advisors’s RingCentral RNG Stock Holding History

JP Morgan Private 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
2022
Q3 		– Sell
-9,023
Closed -$472K – 1974
2022
Q2 		$472K Sell
9,023
-854
-9% -$64.8K ﹤0.01% 1476
2022
Q1 		$1.16M Sell
9,877
-100
-1% -$14.7K ﹤0.01% 1144
2021
Q4 		$1.87M Sell
9,977
-1,243
-11% -$276K ﹤0.01% 938
2021
Q3 		$2.44M Buy
11,220
+1,646
+17% +$417K 0.01% 824
2021
Q2 		$2.78M Buy
9,574
+1,062
+12% +$303K 0.01% 759
2021
Q1 		$2.54M Buy
8,512
+300
+4% +$110K 0.01% 688
2020
Q4 		$3.11M Buy
8,212
+860
+12% +$268K 0.01% 605
2020
Q3 		$2.02M Buy
7,352
+260
+4% +$72.2K 0.01% 648
2020
Q2 		$2.02M Buy
7,092
+374
+6% +$94.6K 0.01% 586
2020
Q1 		$1.42M Sell
6,718
-2
-0% -$412 0.01% 613
2019
Q4 		$1.13M Buy
6,720
+2
+0% +$330 0.01% 762
2019
Q3 		$844K Buy
6,718
+174
+3% +$22.8K ﹤0.01% 818
2019
Q2 		$752K Buy
6,544
+3
+0% +$346 ﹤0.01% 848
2019
Q1 		$705K Hold
6,541
– – ﹤0.01% 898
2018
Q4 		$539K Hold
6,541
– – ﹤0.01% 938
2018
Q3 		$609K Hold
6,541
– – ﹤0.01% 1005
2018
Q2 		$460K Hold
6,541
– – ﹤0.01% 1033
2018
Q1 		$415K Hold
6,541
– – ﹤0.01% 934
2017
Q4 		$317K Sell
6,541
-449
-6% -$20.4K ﹤0.01% 1037
2017
Q3 		$292K Hold
6,990
– – ﹤0.01% 1030
2017
Q2 		$255K Buy
+6,990
New +$231K ﹤0.01% 1073

Other funds holding RNG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RNG Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of RingCentral (RNG) in Q3 2022, closing a stake of 9,023 shares — an estimated $472K sold.

JP Morgan Private Wealth Advisors first reported a position in RNG in Q2 2017 and held it in 21 quarters. The position peaked at $3.11M in Q4 2020. 358 funds tracked by Wall St. Rank hold RNG as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining RingCentral position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,023 RingCentral shares in Q3 2022, an estimated $472K.
  • JP Morgan Private Wealth Advisors first reported a position in RingCentral in Q2 2017 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's RingCentral position peaked at $3.11M in Q4 2020.
  • 358 funds tracked by Wall St. Rank held RingCentral as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.