Wealthstreet Investment Advisors’s Republic Services RSG Stock Holding History

Wealthstreet 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
2021 Q3	–	Sell	-907	Closed	-$100K	–	87
2021 Q2	$100K	Sell	907 -3,166	-78%	-$340K	0.52%	46
2021 Q1	$405K	Hold	4,073	–	–	0.04%	279
2020 Q4	$392K	Sell	4,073 -500	-11%	-$47.6K	0.04%	267
2020 Q3	$427K	Hold	4,573	–	–	0.05%	239
2020 Q2	$375K	Sell	4,573 -323	-7%	-$26K	0.05%	246
2020 Q1	$367K	Buy	4,896 +129	+3%	+$11.7K	0.05%	223
2019 Q4	$427K	Hold	4,767	–	–	0.05%	247
2019 Q3	$419K	Buy	4,767 +572	+14%	+$50.3K	0.05%	243
2019 Q2	$364K	Buy	4,195 +295	+8%	+$24.6K	0.05%	259
2019 Q1	$313K	Hold	3,900	–	–	0.04%	275
2018 Q4	$295K	Sell	3,900 -1,000	-20%	-$73.2K	0.04%	272
2018 Q3	$356K	Hold	4,900	–	–	0.04%	272
2018 Q2	$335K	Hold	4,900	–	–	0.04%	274
2018 Q1	$324K	Buy	4,900 +1,000	+26%	+$67K	0.04%	277
2017 Q4	$264K	Buy	+3,900	New	+$251K	0.03%	295

Other funds holding RSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthstreet Investment Advisors's RSG Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Republic Services (RSG) in Q3 2021, closing a stake of 907 shares — an estimated $100K sold.

Wealthstreet Investment Advisors first reported a position in RSG in Q4 2017 and held it in 15 quarters. The position peaked at $427K in Q3 2020. 798 funds tracked by Wall St. Rank hold RSG as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining Republic Services position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 907 Republic Services shares in Q3 2021, an estimated $100K.
Wealthstreet Investment Advisors first reported a position in Republic Services in Q4 2017 and held it in 15 quarters.
Wealthstreet Investment Advisors's Republic Services position peaked at $427K in Q3 2020.
798 funds tracked by Wall St. Rank held Republic Services as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.