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BerganKDV Wealth Management’s Republic Services RSG Stock Holding History

BerganKDV 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
2023
Q2 		$920 Hold
6
– – ﹤0.01% 765
2023
Q1 		$812 Sell
6
-15
-71% -$1.91K ﹤0.01% 926
2022
Q4 		$2.71K Buy
+21
New +$2.8K ﹤0.01% 765

Other funds holding RSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BerganKDV Wealth Management's RSG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Republic Services (RSG) position steady in Q2 2023 at 6 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #765.

BerganKDV Wealth Management first reported a position in RSG in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.71K in Q4 2022. 951 funds tracked by Wall St. Rank hold RSG as of Q2 2023.

  • BerganKDV Wealth Management held 6 shares of Republic Services worth $920 as of Q2 2023.
  • BerganKDV Wealth Management left its Republic Services share count unchanged in Q2 2023.
  • Republic Services made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #765 holding.
  • BerganKDV Wealth Management first reported a position in Republic Services in Q4 2022 and has held it in 3 quarters since.
  • BerganKDV Wealth Management's Republic Services position peaked at $2.71K in Q4 2022.
  • 951 funds tracked by Wall St. Rank held Republic Services as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.