Avior Wealth Management’s ResMed RMD Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-84	Closed	-$19.2K	–	1983
2024 Q4	$19.2K	Sell	84 -32	-28%	-$7.71K	﹤0.01%	1420
2024 Q3	$28.3K	Sell	116 -257	-69%	-$57.4K	﹤0.01%	1297
2024 Q2	$71.4K	Buy	373 +126	+51%	+$25.6K	﹤0.01%	973
2024 Q1	$48.9K	Buy	247 +233	+1,664%	+$42.7K	﹤0.01%	1243
2023 Q4	$2.41K	Sell	14 -9	-39%	-$1.38K	﹤0.01%	1280
2023 Q3	$3.4K	Sell	23 -4	-15%	-$723	﹤0.01%	1302
2023 Q2	$5.9K	Buy	27 +23	+575%	+$5.13K	﹤0.01%	1128
2023 Q1	$875	Hold	4	–	–	﹤0.01%	1470
2022 Q4	$832	Hold	4	–	–	﹤0.01%	1137
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1270
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1202
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1214
2021 Q4	$1K	Sell	4 -2	-33%	-$519	﹤0.01%	1044
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1017
2021 Q2	$1K	Buy	6 +1	+20%	+$210	﹤0.01%	991
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1119
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	940
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1007
2020 Q2	$0	Sell	5 -2	-29%	-$327	﹤0.01%	978
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	742
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	766
2019 Q3	$0	Hold	7	–	–	﹤0.01%	854
2019 Q2	$1K	Buy	+7	New	+$775	﹤0.01%	807

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avior Wealth Management's RMD Position: Q1 2025 in Review

Avior Wealth Management sold out of ResMed (RMD) in Q1 2025, closing a stake of 84 shares — an estimated $19.2K sold.

Avior Wealth Management first reported a position in RMD in Q2 2019 and held it in 23 quarters. The position peaked at $71.4K in Q2 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

Avior Wealth Management reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 84 ResMed shares in Q1 2025, an estimated $19.2K.
Avior Wealth Management first reported a position in ResMed in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's ResMed position peaked at $71.4K in Q2 2024.
885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.