Capital Performance Advisors’s ResMed RMD Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-247	Closed	-$60.3K	–	2139
2024 Q3	$60.3K	Buy	+247	New	+$55.2K	0.02%	304

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Performance Advisors's RMD Position: Q4 2024 in Review

Capital Performance Advisors sold out of ResMed (RMD) in Q4 2024, closing a stake of 247 shares — an estimated $60.3K sold.

Capital Performance Advisors first reported a position in RMD in Q3 2024 and held it in 1 quarter. The position peaked at $60.3K in Q3 2024. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Capital Performance Advisors reported no remaining ResMed position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 247 ResMed shares in Q4 2024, an estimated $60.3K.
Capital Performance Advisors first reported a position in ResMed in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's ResMed position peaked at $60.3K in Q3 2024.
871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.