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Confluence Wealth Services’s ResMed RMD Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-275
Closed -$71K – 952
2021
Q4 		$71K Buy
+275
New +$71.4K 0.02% 385

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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
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
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

Confluence Wealth Services's RMD Position: Q1 2022 in Review

Confluence Wealth Services sold out of ResMed (RMD) in Q1 2022, closing a stake of 275 shares — an estimated $71K sold.

Confluence Wealth Services first reported a position in RMD in Q4 2021 and held it in 1 quarter. The position peaked at $71K in Q4 2021. 682 funds tracked by Wall St. Rank hold RMD as of Q1 2022.

  • Confluence Wealth Services reported no remaining ResMed position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 275 ResMed shares in Q1 2022, an estimated $71K.
  • Confluence Wealth Services first reported a position in ResMed in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's ResMed position peaked at $71K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held ResMed as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.