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Cassady Schiller Wealth Management’s ResMed RMD Stock Holding History

Cassady Schiller 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
Q4 		$1.6K Buy
+7
New +$1.69K ﹤0.01% 644
2022
Q1 		– Sell
-2
Closed -$1K – 489
2021
Q4 		$1K Buy
+2
New +$519 ﹤0.01% 496

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassady Schiller Wealth Management's RMD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in ResMed (RMD) in Q4 2024: 7 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in RMD as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in RMD in Q4 2021 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of ResMed worth $1.6K as of Q4 2024.
  • ResMed was a new Cassady Schiller Wealth Management position in Q4 2024.
  • ResMed made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #644 holding.
  • Cassady Schiller Wealth Management first reported a position in ResMed in Q4 2021 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.