Compass Wealth Management’s ResMed RMD Stock Holding History

Compass 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 Q1	–	Sell	-123	Closed	-$25.6K	–	418
2022 Q4	$25.6K	Buy	+123	New	+$27K	0.01%	292

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Compass Wealth Management's RMD Position: Q1 2023 in Review

Compass Wealth Management sold out of ResMed (RMD) in Q1 2023, closing a stake of 123 shares — an estimated $25.6K sold.

Compass Wealth Management first reported a position in RMD in Q4 2022 and held it in 1 quarter. The position peaked at $25.6K in Q4 2022. 676 funds tracked by Wall St. Rank hold RMD as of Q1 2023.

Compass Wealth Management reported no remaining ResMed position as of Q1 2023 after selling out during the quarter.
Compass Wealth Management sold 123 ResMed shares in Q1 2023, an estimated $25.6K.
Compass Wealth Management first reported a position in ResMed in Q4 2022 and held it in 1 quarter.
Compass Wealth Management's ResMed position peaked at $25.6K in Q4 2022.
676 funds tracked by Wall St. Rank held ResMed as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.