EWA
RSG icon

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 $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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return