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Simplicity Wealth’s RingCentral RNG Stock Holding History

Simplicity Wealth’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 		– Sell
-11,178
Closed -$354K – 473
2024
Q3 		$354K Buy
11,178
+324
+3% +$10.2K 0.03% 364
2024
Q2 		$306K Buy
10,854
+167
+2% +$5.37K 0.01% 937
2024
Q1 		$371K Buy
+10,687
New +$360K 0.01% 844

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

Simplicity Wealth's RNG Position: Q4 2024 in Review

Simplicity Wealth sold out of RingCentral (RNG) in Q4 2024, closing a stake of 11,178 shares — an estimated $354K sold.

Simplicity Wealth first reported a position in RNG in Q1 2024 and held it in 3 quarters. The position peaked at $371K in Q1 2024. 311 funds tracked by Wall St. Rank hold RNG as of Q4 2024.

  • Simplicity Wealth reported no remaining RingCentral position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,178 RingCentral shares in Q4 2024, an estimated $354K.
  • Simplicity Wealth first reported a position in RingCentral in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's RingCentral position peaked at $371K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held RingCentral as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.