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SVA Wealth Management’s Republic Services RSG Stock Holding History

SVA 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
2020
Q4 		$1.96M Buy
20,345
+4,624
+29% +$440K 0.17% 96
2020
Q3 		$1.47M Buy
15,721
+2,248
+17% +$201K 0.15% 108
2020
Q2 		$1.1M Buy
+13,473
New +$1.09M 0.12% 113

Other funds holding RSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's RSG Position: Q4 2020 in Review

SVA Wealth Management increased its Republic Services (RSG) stake by 29% in Q4 2020, buying an estimated $440K and bringing the position to 20,345 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #96.

SVA Wealth Management first reported a position in RSG in Q2 2020 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold RSG as of Q4 2020.

  • SVA Wealth Management held 20,345 shares of Republic Services worth $1.96M as of Q4 2020.
  • SVA Wealth Management bought 4,624 Republic Services shares in Q4 2020, an estimated $440K.
  • Republic Services made up 0.17% of SVA Wealth Management's portfolio in Q4 2020, its #96 holding.
  • SVA Wealth Management first reported a position in Republic Services in Q2 2020 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held Republic Services as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.