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Laurel Wealth Planning’s Republic Services RSG Stock Holding History

Laurel 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
2023
Q1 		– Sell
-98
Closed -$12.6K – 164
2022
Q4 		$12.6K Hold
98
– – 0.01% 152
2022
Q3 		$13K Hold
98
– – 0.01% 147
2022
Q2 		$13K Hold
98
– – 0.01% 152
2022
Q1 		$13K Hold
98
– – 0.01% 181
2021
Q4 		$14K Hold
98
– – 0.01% 131
2021
Q3 		$12K Hold
98
– – 0.01% 135
2021
Q2 		$11K Hold
98
– – 0.01% 95
2021
Q1 		$10K Hold
98
– – 0.01% 92
2020
Q4 		$9K Buy
+98
New +$9.32K 0.01% 85

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Planning's RSG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Republic Services (RSG) in Q1 2023, closing a stake of 98 shares — an estimated $12.6K sold.

Laurel Wealth Planning first reported a position in RSG in Q4 2020 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 938 funds tracked by Wall St. Rank hold RSG as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Republic Services position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 98 Republic Services shares in Q1 2023, an estimated $12.6K.
  • Laurel Wealth Planning first reported a position in Republic Services in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Republic Services position peaked at $14K in Q4 2021.
  • 938 funds tracked by Wall St. Rank held Republic Services as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.