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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 – 371
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 $5.7T 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return