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Milestone Investment Advisors’s Republic Services RSG Stock Holding History

Milestone Investment 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
Q4 		– Sell
-67
Closed -$9.55K – 379
2023
Q3 		$9.55K Buy
+67
New +$9.95K ﹤0.01% 296
2023
Q2 		– Sell
-67
Closed -$9.06K – 377
2023
Q1 		$9.06K Buy
+67
New +$8.55K ﹤0.01% 302

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Milestone Investment Advisors's RSG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Republic Services (RSG) in Q4 2023, closing a stake of 67 shares — an estimated $9.55K sold.

Milestone Investment Advisors first reported a position in RSG in Q1 2023 and held it in 2 quarters. The position peaked at $9.55K in Q3 2023. 1,087 funds tracked by Wall St. Rank hold RSG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Republic Services position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 67 Republic Services shares in Q4 2023, an estimated $9.55K.
  • Milestone Investment Advisors first reported a position in Republic Services in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Republic Services position peaked at $9.55K in Q3 2023.
  • 1,087 funds tracked by Wall St. Rank held Republic Services as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.