Financial Synergies Wealth Advisors’s Republic Services RSG Stock Holding History

Financial Synergies 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 Q2	–	Sell	-4	Closed	-$766	–	377
2024 Q1	$766	Hold	4	–	–	﹤0.01%	430
2023 Q4	$516	Hold	4	–	–	﹤0.01%	372
2023 Q3	$571	Hold	4	–	–	﹤0.01%	433
2023 Q2	$613	Hold	4	–	–	﹤0.01%	427
2023 Q1	$541	Hold	4	–	–	﹤0.01%	411
2022 Q4	$516	Hold	4	–	–	﹤0.01%	372
2022 Q3	$545	Hold	4	–	–	﹤0.01%	358
2022 Q2	$524	Buy	+4	New	+$525	﹤0.01%	372

Other funds holding RSG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Synergies Wealth Advisors's RSG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Republic Services (RSG) in Q2 2024, closing a stake of 4 shares — an estimated $766 sold.

Financial Synergies Wealth Advisors first reported a position in RSG in Q2 2022 and held it in 8 quarters. The position peaked at $766 in Q1 2024. 1,153 funds tracked by Wall St. Rank hold RSG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Republic Services position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Republic Services shares in Q2 2024, an estimated $766.
Financial Synergies Wealth Advisors first reported a position in Republic Services in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Republic Services position peaked at $766 in Q1 2024.
1,153 funds tracked by Wall St. Rank held Republic Services as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.