Mount Yale Investment Advisors’s RingCentral RNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-989
Closed -$287K 488
2021
Q2
$287K Buy
989
+180
+22% +$51.4K 0.03% 331
2021
Q1
$241K Buy
809
+9
+1% +$3.31K 0.03% 367
2020
Q4
$303K Sell
800
-2
-0.2% -$622 0.04% 297
2020
Q3
$220K Buy
+802
New +$223K 0.03% 317

Other funds holding RNG

Mount Yale Investment Advisors's RNG Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of RingCentral (RNG) in Q3 2021, closing a stake of 989 shares — an estimated $287K sold.

Mount Yale Investment Advisors first reported a position in RNG in Q3 2020 and held it in 4 quarters. The position peaked at $303K in Q4 2020. 484 funds tracked by Wall St. Rank hold RNG as of Q3 2021.

  • Mount Yale Investment Advisors reported no remaining RingCentral position as of Q3 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 989 RingCentral shares in Q3 2021, an estimated $287K.
  • Mount Yale Investment Advisors first reported a position in RingCentral in Q3 2020 and held it in 4 quarters.
  • Mount Yale Investment Advisors's RingCentral position peaked at $303K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held RingCentral as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.