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DFPG Investments’s ResMed RMD Stock Holding History

DFPG Investments’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
Q4 		$323K Sell
1,949
-23
-1% -$3.53K 0.03% 501
2023
Q3 		$283K Sell
1,972
-192
-9% -$34.7K 0.03% 486
2023
Q2 		$472K Buy
2,164
+5
+0.2% +$1.11K 0.04% 387
2023
Q1 		$473K Buy
2,159
+451
+26% +$97.8K 0.05% 351
2022
Q4 		$366K Buy
+1,708
New +$375K 0.06% 320

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DFPG Investments's RMD Position: Q4 2023 in Review

DFPG Investments reduced its ResMed (RMD) stake by 1.2% in Q4 2023, selling an estimated $3.53K and leaving 1,949 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #501.

DFPG Investments first reported a position in RMD in Q4 2022 and has held it in 5 quarters since. The position peaked at $473K in Q1 2023. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

  • DFPG Investments held 1,949 shares of ResMed worth $323K as of Q4 2023.
  • DFPG Investments sold 23 ResMed shares in Q4 2023, an estimated $3.53K.
  • ResMed made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #501 holding.
  • DFPG Investments first reported a position in ResMed in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's ResMed position peaked at $473K in Q1 2023.
  • 687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.