Simplicity Solutions’s RingCentral RNG Stock Holding History

Simplicity Solutions’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
2023 Q4	$365K	Buy	10,761 +467	+5%	+$14K	0.01%	772
2023 Q3	$305K	Buy	+10,294	New	+$342K	0.01%	762
2021 Q1	–	Sell	-762	Closed	-$289K	–	870
2020 Q4	$289K	Buy	+762	New	+$237K	﹤0.01%	788
2019 Q3	–	Sell	-8,006	Closed	-$920K	–	774
2019 Q2	$920K	Buy	+8,006	New	+$923K	0.04%	269

Other funds holding RNG

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Simplicity Solutions's RNG Position: Q4 2023 in Review

Simplicity Solutions increased its RingCentral (RNG) stake by 4.5% in Q4 2023, buying an estimated $14K and bringing the position to 10,761 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #772.

Simplicity Solutions first reported a position in RNG in Q2 2019 and has held it in 4 quarters since. The position peaked at $920K in Q2 2019. 261 funds tracked by Wall St. Rank hold RNG as of Q4 2023.

Simplicity Solutions held 10,761 shares of RingCentral worth $365K as of Q4 2023.
Simplicity Solutions bought 467 RingCentral shares in Q4 2023, an estimated $14K.
RingCentral made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #772 holding.
Simplicity Solutions first reported a position in RingCentral in Q2 2019 and has held it in 4 quarters since.
Simplicity Solutions's RingCentral position peaked at $920K in Q2 2019.
261 funds tracked by Wall St. Rank held RingCentral as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.