BerganKDV Wealth Management’s ResMed RMD Stock Holding History

BerganKDV 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
2023 Q2	$1.31K	Hold	6	–	–	﹤0.01%	726
2023 Q1	$1.31K	Hold	6	–	–	﹤0.01%	880
2022 Q4	$1.25K	Hold	6	–	–	﹤0.01%	852
2022 Q3	$1K	Sell	6 -11	-65%	-$2.5K	﹤0.01%	920
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	742
2022 Q1	$4K	Hold	17	–	–	﹤0.01%	770
2021 Q4	$4K	Hold	17	–	–	﹤0.01%	829
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	788
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	737
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	749
2020 Q4	$4K	Buy	17 +11	+183%	+$2.19K	﹤0.01%	703
2020 Q3	$1K	Sell	6 -4	-40%	-$739	﹤0.01%	853
2020 Q2	$2K	Buy	+10	New	+$1.64K	﹤0.01%	781

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BerganKDV Wealth Management's RMD Position: Q2 2023 in Review

BerganKDV Wealth Management held its ResMed (RMD) position steady in Q2 2023 at 6 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

BerganKDV Wealth Management first reported a position in RMD in Q2 2020 and has held it in 13 quarters since. The position peaked at $4K in Q2 2022. 731 funds tracked by Wall St. Rank hold RMD as of Q2 2023.

BerganKDV Wealth Management held 6 shares of ResMed worth $1.31K as of Q2 2023.
BerganKDV Wealth Management left its ResMed share count unchanged in Q2 2023.
ResMed made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #726 holding.
BerganKDV Wealth Management first reported a position in ResMed in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's ResMed position peaked at $4K in Q2 2022.
731 funds tracked by Wall St. Rank held ResMed as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.