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Baker Tilly Wealth Management’s ResMed RMD Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-2,113
Closed -$418K – 387
2024
Q1 		$418K Sell
2,113
-37
-2% -$6.78K 0.08% 290
2023
Q4 		$370K Buy
2,150
+190
+10% +$29.2K 0.06% 353
2023
Q3 		$290K Sell
1,960
-98
-5% -$17.7K 0.05% 377
2023
Q2 		$450K Buy
2,058
+23
+1% +$5.13K 0.05% 364
2023
Q1 		$446K Buy
2,035
+3
+0.1% +$651 0.05% 363
2022
Q4 		$423K Sell
2,032
-85
-4% -$18.7K 0.05% 363
2022
Q3 		$462K Sell
2,117
-33
-2% -$7.51K 0.06% 309
2022
Q2 		$451K Sell
2,150
-84
-4% -$17.9K 0.06% 334
2022
Q1 		$542K Sell
2,234
-234
-9% -$56.6K 0.06% 327
2021
Q4 		$643K Buy
2,468
+488
+25% +$127K 0.07% 302
2021
Q3 		$522K Sell
1,980
-60
-3% -$16.4K 0.07% 304
2021
Q2 		$503K Buy
2,040
+326
+19% +$68.5K 0.08% 275
2021
Q1 		$333K Buy
1,714
+374
+28% +$75K 0.07% 335
2020
Q4 		$285K Buy
+1,340
New +$267K 0.09% 249

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Tilly Wealth Management's RMD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of ResMed (RMD) in Q2 2024, closing a stake of 2,113 shares — an estimated $418K sold.

Baker Tilly Wealth Management first reported a position in RMD in Q4 2020 and held it in 14 quarters. The position peaked at $643K in Q4 2021. 771 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,113 ResMed shares in Q2 2024, an estimated $418K.
  • Baker Tilly Wealth Management first reported a position in ResMed in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's ResMed position peaked at $643K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.