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Bernardo Wealth Planning’s Republic Services RSG Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-2,847
Closed -$274K – 135
2020
Q4 		$274K Hold
2,847
– – 0.11% 142
2020
Q3 		$265K Buy
+2,847
New +$255K 0.12% 129

Other funds holding RSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bernardo Wealth Planning's RSG Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Republic Services (RSG) in Q1 2021, closing a stake of 2,847 shares — an estimated $274K sold.

Bernardo Wealth Planning first reported a position in RSG in Q3 2020 and held it in 2 quarters. The position peaked at $274K in Q4 2020. 772 funds tracked by Wall St. Rank hold RSG as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Republic Services position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,847 Republic Services shares in Q1 2021, an estimated $274K.
  • Bernardo Wealth Planning first reported a position in Republic Services in Q3 2020 and held it in 2 quarters.
  • Bernardo Wealth Planning's Republic Services position peaked at $274K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Republic Services as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.