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WR Wealth Planners’s Republic Services RSG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$182K Sell
903
-113
-11% -$23.4K 0.06% 166
2024
Q3 		$204K Sell
1,016
-12
-1% -$2.42K 0.06% 182
2024
Q2 		$200K Sell
1,028
-48
-4% -$9.06K 0.06% 170
2024
Q1 		$206K Buy
+1,076
New +$191K 0.06% 166
2023
Q4 		– Sell
-1,000
Closed -$142K – 713
2023
Q3 		$142K Sell
1,000
-20
-2% -$2.97K 0.05% 202
2023
Q2 		$156K Buy
1,020
+15
+1% +$2.15K 0.06% 194
2023
Q1 		$136K Buy
+1,005
New +$128K 0.06% 202

Other funds holding RSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WR Wealth Planners's RSG Position: Q4 2024 in Review

WR Wealth Planners reduced its Republic Services (RSG) stake by 11% in Q4 2024, selling an estimated $23.4K and leaving 903 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #166.

WR Wealth Planners first reported a position in RSG in Q1 2023 and has held it in 7 quarters since. The position peaked at $206K in Q1 2024. 1,227 funds tracked by Wall St. Rank hold RSG as of Q4 2024.

  • WR Wealth Planners held 903 shares of Republic Services worth $182K as of Q4 2024.
  • WR Wealth Planners sold 113 Republic Services shares in Q4 2024, an estimated $23.4K.
  • Republic Services made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #166 holding.
  • WR Wealth Planners first reported a position in Republic Services in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Republic Services position peaked at $206K in Q1 2024.
  • 1,227 funds tracked by Wall St. Rank held Republic Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.