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Carolina Wealth Advisors’s ResMed RMD Stock Holding History

Carolina 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
2021
Q3 		– Sell
-25
Closed -$6K – 297
2021
Q2 		$6K Hold
25
– – ﹤0.01% 215
2021
Q1 		$5K Hold
25
– – ﹤0.01% 249
2020
Q4 		$5K Buy
+25
New +$4.99K ﹤0.01% 179

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolina Wealth Advisors's RMD Position: Q3 2021 in Review

Carolina Wealth Advisors sold out of ResMed (RMD) in Q3 2021, closing a stake of 25 shares — an estimated $6K sold.

Carolina Wealth Advisors first reported a position in RMD in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 686 funds tracked by Wall St. Rank hold RMD as of Q3 2021.

  • Carolina Wealth Advisors reported no remaining ResMed position as of Q3 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 25 ResMed shares in Q3 2021, an estimated $6K.
  • Carolina Wealth Advisors first reported a position in ResMed in Q4 2020 and held it in 3 quarters.
  • Carolina Wealth Advisors's ResMed position peaked at $6K in Q2 2021.
  • 686 funds tracked by Wall St. Rank held ResMed as of Q3 2021.

Based on Carolina Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.