WP
RSG icon

WealthPLAN Partners’s Republic Services RSG Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-13
Closed -$1.99K – 979
2023
Q2 		$1.99K Hold
13
– – ﹤0.01% 1079
2023
Q1 		$1.76K Buy
+13
New +$1.66K ﹤0.01% 1150
2017
Q2 		– Sell
-158
Closed -$9.9K – 369
2017
Q1 		$9.9K Buy
+158
New +$9.45K 0.03% 272
2016
Q3 		$24.7K Sell
494
-494
-50% -$25.3K 0.01% 440
2016
Q2 		$25.4K Buy
+988
New +$47.4K ﹤0.01% 1275
2015
Q4 		$18.6K Buy
+1,263
New +$55.1K ﹤0.01% 953
2015
Q2 		$15K Sell
372
-185
-33% -$7.44K 0.01% 282
2015
Q1 		$23K Buy
+557
New +$22.7K 0.01% 308

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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

WealthPLAN Partners's RSG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Republic Services (RSG) in Q3 2023, closing a stake of 13 shares — an estimated $1.99K sold.

WealthPLAN Partners first reported a position in RSG in Q1 2015 and held it in 8 quarters. The position peaked at $25.4K in Q2 2016. 962 funds tracked by Wall St. Rank hold RSG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Republic Services position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 13 Republic Services shares in Q3 2023, an estimated $1.99K.
  • WealthPLAN Partners first reported a position in Republic Services in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Republic Services position peaked at $25.4K in Q2 2016.
  • 962 funds tracked by Wall St. Rank held Republic Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.