Spire Wealth Management’s RingCentral RNG Stock Holding History

Spire Wealth Management’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
2026 Q1	–	Sell	-18	Closed	-$520	–	2383
2025 Q4	$520	Buy	+18	New	+$513	﹤0.01%	2292
2023 Q3	–	Sell	-30	Closed	-$982	–	2453
2023 Q2	$982	Sell	30 -90	-75%	-$2.77K	﹤0.01%	2312
2023 Q1	$3.68K	Sell	120 -124	-51%	-$4.43K	﹤0.01%	2108
2022 Q4	$9K	Buy	244 +192	+369%	+$6.87K	﹤0.01%	1672
2022 Q3	$2K	Sell	52 -49	-49%	-$2.35K	﹤0.01%	1989
2022 Q2	$5K	Buy	101 +85	+531%	+$6.45K	﹤0.01%	2146
2022 Q1	$2K	Sell	16 -135	-89%	-$19.9K	﹤0.01%	2414
2021 Q4	$28K	Buy	151 +135	+844%	+$30K	﹤0.01%	1995
2021 Q3	$3K	Hold	16	–	–	﹤0.01%	2413
2021 Q2	$5K	Sell	16 -1,244	-99%	-$355K	﹤0.01%	2323
2021 Q1	$366K	Buy	+1,260	New	+$463K	0.01%	778

Other funds holding RNG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

First Trust Advisors

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