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Kiely Wealth Advisory Group’s RingCentral RNG Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$627 Hold
18
– – ﹤0.01% 307
2024
Q3 		$655 Hold
18
– – ﹤0.01% 306
2024
Q2 		$605 Hold
18
– – ﹤0.01% 294
2024
Q1 		$561 Hold
18
– – ﹤0.01% 274
2023
Q4 		$637 Buy
+18
New +$538 ﹤0.01% 261

Other funds holding RNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Kiely Wealth Advisory Group's RNG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its RingCentral (RNG) position steady in Q4 2024 at 18 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Kiely Wealth Advisory Group first reported a position in RNG in Q4 2023 and has held it in 5 quarters since. The position peaked at $655 in Q3 2024. 311 funds tracked by Wall St. Rank hold RNG as of Q4 2024.

  • Kiely Wealth Advisory Group held 18 shares of RingCentral worth $627 as of Q4 2024.
  • Kiely Wealth Advisory Group left its RingCentral share count unchanged in Q4 2024.
  • RingCentral made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #307 holding.
  • Kiely Wealth Advisory Group first reported a position in RingCentral in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's RingCentral position peaked at $655 in Q3 2024.
  • 311 funds tracked by Wall St. Rank held RingCentral as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.