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Avantax Planning Partners’s Republic Services RSG Stock Holding History

Avantax Planning Partners’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
2025
Q3 		– Sell
-1,684
Closed -$415K – 453
2025
Q2 		$415K Hold
1,684
– – 0.01% 291
2025
Q1 		$408K Buy
1,684
+10
+0.6% +$2.24K 0.01% 290
2024
Q4 		$337K Hold
1,674
– – 0.01% 315
2024
Q3 		$336K Hold
1,674
– – 0.01% 315
2024
Q2 		$325K Hold
1,674
– – 0.01% 348
2024
Q1 		$320K Buy
+1,674
New +$297K 0.01% 352
2018
Q4 		– Sell
-187
Closed -$14K – 1003
2018
Q3 		$14K Buy
+187
New +$13.5K ﹤0.01% 793
2018
Q2 		– Sell
-194
Closed -$13K – 1220
2018
Q1 		$13K Buy
+194
New +$13K ﹤0.01% 943

Other funds holding RSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return