Valeo Financial Advisors’s RingCentral RNG Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-4	Closed	-$1K	–	1537
2021 Q1	$1K	Sell	4 -66	-94%	-$24.3K	﹤0.01%	1927
2020 Q4	$27K	Buy	70 +1	+1%	+$311	﹤0.01%	953
2020 Q3	$19K	Sell	69 -11	-14%	-$3.06K	﹤0.01%	930
2020 Q2	$23K	Sell	80 -7	-8%	-$1.77K	﹤0.01%	1013
2020 Q1	$19K	Sell	87 -3	-3%	-$618	﹤0.01%	915
2019 Q4	$15K	Sell	90 -43	-32%	-$7.09K	﹤0.01%	987
2019 Q3	$17K	Sell	133 -12	-8%	-$1.57K	﹤0.01%	896
2019 Q2	$17K	Sell	145 -27	-16%	-$3.11K	﹤0.01%	899
2019 Q1	$19K	Hold	172	–	–	﹤0.01%	807
2018 Q4	$14K	Sell	172 -9	-5%	-$709	﹤0.01%	803
2018 Q3	$13K	Hold	181	–	–	﹤0.01%	895
2018 Q2	$16K	Sell	181 -64	-26%	-$4.58K	﹤0.01%	826
2018 Q1	$16K	Sell	245 -28	-10%	-$1.64K	﹤0.01%	796
2017 Q4	$13K	Buy	273 +9	+3%	+$410	﹤0.01%	775
2017 Q3	$11K	Buy	+264	New	+$10.1K	﹤0.01%	682

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's RNG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of RingCentral (RNG) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in RNG in Q3 2017 and held it in 15 quarters. The position peaked at $27K in Q4 2020. 521 funds tracked by Wall St. Rank hold RNG as of Q2 2021.

Valeo Financial Advisors reported no remaining RingCentral position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 4 RingCentral shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in RingCentral in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's RingCentral position peaked at $27K in Q4 2020.
521 funds tracked by Wall St. Rank held RingCentral as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.