9WM
RSG icon

9258 Wealth Management’s Republic Services RSG Stock Holding History

9258 Wealth Management’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$253K Buy
1,258
+69
+6% +$13.9K 0.04% 299
2024
Q2 		$231K Buy
1,189
+120
+11% +$22.6K 0.04% 307
2024
Q1 		$205K Buy
+1,069
New +$190K 0.03% 334

Other funds holding RSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's RSG Position: Q3 2024 in Review

9258 Wealth Management increased its Republic Services (RSG) stake by 5.8% in Q3 2024, buying an estimated $13.9K and bringing the position to 1,258 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #299.

9258 Wealth Management first reported a position in RSG in Q1 2024 and has held it in 3 quarters since. 1,177 funds tracked by Wall St. Rank hold RSG as of Q3 2024.

  • 9258 Wealth Management held 1,258 shares of Republic Services worth $253K as of Q3 2024.
  • 9258 Wealth Management bought 69 Republic Services shares in Q3 2024, an estimated $13.9K.
  • Republic Services made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #299 holding.
  • 9258 Wealth Management first reported a position in Republic Services in Q1 2024 and has held it in 3 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Republic Services as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.