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Concord Wealth Partners’s ResMed RMD Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-9
Closed -$2K – 920
2022
Q2 		$2K Hold
9
– – ﹤0.01% 1055
2022
Q1 		$2K Buy
+9
New +$2.18K ﹤0.01% 1128
2021
Q2 		– Sell
-3
Closed -$1K – 1092
2021
Q1 		$1K Buy
+3
New +$602 ﹤0.01% 947

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Concord Wealth Partners's RMD Position: Q3 2022 in Review

Concord Wealth Partners sold out of ResMed (RMD) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in RMD in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 667 funds tracked by Wall St. Rank hold RMD as of Q3 2022.

  • Concord Wealth Partners reported no remaining ResMed position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 9 ResMed shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in ResMed in Q1 2021 and held it in 3 quarters.
  • Concord Wealth Partners's ResMed position peaked at $2K in Q2 2022.
  • 667 funds tracked by Wall St. Rank held ResMed as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.