TFO Wealth Partners’s RingCentral RNG Stock Holding History

TFO Wealth Partners’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
2022 Q4	–	Sell	-21	Closed	-$1K	–	937
2022 Q3	$1K	Buy	+21	New	+$1.01K	﹤0.01%	132

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's RNG Position: Q4 2022 in Review

TFO Wealth Partners sold out of RingCentral (RNG) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in RNG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 328 funds tracked by Wall St. Rank hold RNG as of Q4 2022.

TFO Wealth Partners reported no remaining RingCentral position as of Q4 2022 after selling out during the quarter.
TFO Wealth Partners sold 21 RingCentral shares in Q4 2022, an estimated $1K.
TFO Wealth Partners first reported a position in RingCentral in Q3 2022 and held it in 1 quarter.
TFO Wealth Partners's RingCentral position peaked at $1K in Q3 2022.
328 funds tracked by Wall St. Rank held RingCentral as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.