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Lineweaver Wealth Advisors’s Republic Services RSG Stock Holding History

Lineweaver 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
2023
Q1 		– Sell
-7,483
Closed -$965K – 141
2022
Q4 		$965K Buy
+7,483
New +$998K 0.29% 67

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

Lineweaver Wealth Advisors's RSG Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Republic Services (RSG) in Q1 2023, closing a stake of 7,483 shares — an estimated $965K sold.

Lineweaver Wealth Advisors first reported a position in RSG in Q4 2022 and held it in 1 quarter. The position peaked at $965K in Q4 2022. 938 funds tracked by Wall St. Rank hold RSG as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Republic Services position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 7,483 Republic Services shares in Q1 2023, an estimated $965K.
  • Lineweaver Wealth Advisors first reported a position in Republic Services in Q4 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Republic Services position peaked at $965K in Q4 2022.
  • 938 funds tracked by Wall St. Rank held Republic Services as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.