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Advisor OS’s ResMed RMD Stock Holding History

Advisor OS’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-944
Closed -$207K – 303
2023
Q1 		$207K Sell
944
-346
-27% -$75.1K 0.05% 232
2022
Q4 		$268K Buy
1,290
+139
+12% +$30.5K 0.07% 184
2022
Q3 		$251K Sell
1,151
-387
-25% -$88.1K 0.08% 171
2022
Q2 		$322K Sell
1,538
-122
-7% -$26K 0.09% 169
2022
Q1 		$403K Sell
1,660
-4,558
-73% -$1.1M 0.12% 159
2021
Q4 		$1.62M Buy
6,218
+1,093
+21% +$284K 0.33% 77
2021
Q3 		$1.35M Sell
5,125
-110
-2% -$30.1K 0.29% 79
2021
Q2 		$1.29M Buy
5,235
+710
+16% +$149K 0.27% 74
2021
Q1 		$880K Buy
4,525
+606
+15% +$122K 0.2% 88
2020
Q4 		$833K Buy
3,919
+1,608
+70% +$321K 0.22% 66
2020
Q3 		$397K Buy
2,311
+256
+12% +$47.3K 0.17% 66
2020
Q2 		$395K Buy
+2,055
New +$336K 0.24% 88

Other funds holding RMD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's RMD Position: Q2 2023 in Review

Advisor OS sold out of ResMed (RMD) in Q2 2023, closing a stake of 944 shares — an estimated $207K sold.

Advisor OS first reported a position in RMD in Q2 2020 and held it in 12 quarters. The position peaked at $1.62M in Q4 2021. 731 funds tracked by Wall St. Rank hold RMD as of Q2 2023.

  • Advisor OS reported no remaining ResMed position as of Q2 2023 after selling out during the quarter.
  • Advisor OS sold 944 ResMed shares in Q2 2023, an estimated $207K.
  • Advisor OS first reported a position in ResMed in Q2 2020 and held it in 12 quarters.
  • Advisor OS's ResMed position peaked at $1.62M in Q4 2021.
  • 731 funds tracked by Wall St. Rank held ResMed as of Q2 2023.

Based on Advisor OS's 13F filing for Q2 2023, filed 8 Aug 2023.