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Liberty Wealth Management’s Republic Services RSG Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-673
Closed -$81K – 901
2021
Q3 		$81K Buy
673
+32
+5% +$3.83K 0.03% 329
2021
Q2 		$71K Hold
641
– – 0.03% 259
2021
Q1 		$58K Hold
641
– – 0.03% 257
2020
Q4 		$58K Buy
+641
New +$61K 0.03% 255
2020
Q1 		– Sell
-36
Closed -$3K – 971
2019
Q4 		$3K Buy
+36
New +$3.15K ﹤0.01% 735

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 $3.38T AUM 44.17% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Liberty Wealth Management's RSG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Republic Services (RSG) in Q4 2021, closing a stake of 673 shares — an estimated $81K sold.

Liberty Wealth Management first reported a position in RSG in Q4 2019 and held it in 5 quarters. The position peaked at $81K in Q3 2021. 886 funds tracked by Wall St. Rank hold RSG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Republic Services position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 673 Republic Services shares in Q4 2021, an estimated $81K.
  • Liberty Wealth Management first reported a position in Republic Services in Q4 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Republic Services position peaked at $81K in Q3 2021.
  • 886 funds tracked by Wall St. Rank held Republic Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.