L.J. Altfest & Co’s RingCentral RNG Stock Holding History

L.J. Altfest & Co’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
2025 Q1	–	Sell	-8,967	Closed	-$314K	–	356
2024 Q4	$314K	Buy	+8,967	New	+$322K	0.04%	263
2021 Q3	–	Sell	-910	Closed	-$264K	–	275
2021 Q2	$264K	Buy	910 +19	+2%	+$5.42K	0.06%	222
2021 Q1	$265K	Buy	+891	New	+$328K	0.06%	220

Other funds holding RNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.J. Altfest & Co's RNG Position: Q1 2025 in Review

L.J. Altfest & Co sold out of RingCentral (RNG) in Q1 2025, closing a stake of 8,967 shares — an estimated $314K sold.

L.J. Altfest & Co first reported a position in RNG in Q1 2021 and held it in 3 quarters. The position peaked at $314K in Q4 2024. 297 funds tracked by Wall St. Rank hold RNG as of Q1 2025.

L.J. Altfest & Co reported no remaining RingCentral position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 8,967 RingCentral shares in Q1 2025, an estimated $314K.
L.J. Altfest & Co first reported a position in RingCentral in Q1 2021 and held it in 3 quarters.
L.J. Altfest & Co's RingCentral position peaked at $314K in Q4 2024.
297 funds tracked by Wall St. Rank held RingCentral as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.