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WR Wealth Planners’s RingCentral RNG Stock Holding History

WR Wealth Planners’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
-5
Closed -$158 – 1176
2024
Q3 		$158 Hold
5
– – ﹤0.01% 1108
2024
Q2 		$141 Hold
5
– – ﹤0.01% 1111
2024
Q1 		$174 Buy
+5
New +$168 ﹤0.01% 1133
2023
Q4 		– Sell
-5
Closed -$148 – 709
2023
Q3 		$148 Hold
5
– – ﹤0.01% 887
2023
Q2 		$164 Hold
5
– – ﹤0.01% 875
2023
Q1 		$153 Hold
5
– – ﹤0.01% 903
2022
Q4 		$177 Hold
5
– – ﹤0.01% 479
2022
Q3 		$200 Sell
5
-75
-94% -$3.6K ﹤0.01% 482
2022
Q2 		$4.18K Hold
80
– – ﹤0.01% 355
2022
Q1 		$9.38K Buy
+80
New +$11.8K 0.01% 305

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

WR Wealth Planners's RNG Position: Q4 2024 in Review

WR Wealth Planners sold out of RingCentral (RNG) in Q4 2024, closing a stake of 5 shares — an estimated $158 sold.

WR Wealth Planners first reported a position in RNG in Q1 2022 and held it in 10 quarters. The position peaked at $9.38K in Q1 2022. 312 funds tracked by Wall St. Rank hold RNG as of Q4 2024.

  • WR Wealth Planners reported no remaining RingCentral position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 5 RingCentral shares in Q4 2024, an estimated $158.
  • WR Wealth Planners first reported a position in RingCentral in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's RingCentral position peaked at $9.38K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held RingCentral as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.