Amplius Wealth Advisors’s ResMed RMD Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-101	Closed	-$26K	–	737
2021 Q4	$26K	Buy	+101	New	+$26.2K	﹤0.01%	429

Other funds holding RMD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Amplius Wealth Advisors's RMD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of ResMed (RMD) in Q1 2022, closing a stake of 101 shares — an estimated $26K sold.

Amplius Wealth Advisors first reported a position in RMD in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 682 funds tracked by Wall St. Rank hold RMD as of Q1 2022.

Amplius Wealth Advisors reported no remaining ResMed position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 101 ResMed shares in Q1 2022, an estimated $26K.
Amplius Wealth Advisors first reported a position in ResMed in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's ResMed position peaked at $26K in Q4 2021.
682 funds tracked by Wall St. Rank held ResMed as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.