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Encompass Wealth Advisors’s Republic Services RSG Stock Holding History

Encompass Wealth Advisors’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
Q4 		– Sell
-1,845
Closed -$371K – 128
2024
Q3 		$371K Hold
1,845
– – 0.09% 176
2024
Q2 		$359K Buy
1,845
+20
+1% +$3.77K 0.1% 169
2024
Q1 		$349K Hold
1,825
– – 0.09% 180
2023
Q4 		$301K Hold
1,825
– – 0.09% 165
2023
Q3 		$260K Buy
1,825
+60
+3% +$8.91K 0.09% 169
2023
Q2 		$270K Hold
1,765
– – 0.09% 172
2023
Q1 		$239K Hold
1,765
– – 0.08% 176
2022
Q4 		$228K Hold
1,765
– – 0.08% 179
2022
Q3 		$240K Buy
+1,765
New +$247K 0.09% 168

Other funds holding RSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Encompass Wealth Advisors's RSG Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Republic Services (RSG) in Q4 2024, closing a stake of 1,845 shares — an estimated $371K sold.

Encompass Wealth Advisors first reported a position in RSG in Q3 2022 and held it in 9 quarters. The position peaked at $371K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold RSG as of Q4 2024.

  • Encompass Wealth Advisors reported no remaining Republic Services position as of Q4 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,845 Republic Services shares in Q4 2024, an estimated $371K.
  • Encompass Wealth Advisors first reported a position in Republic Services in Q3 2022 and held it in 9 quarters.
  • Encompass Wealth Advisors's Republic Services position peaked at $371K in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Republic Services as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.