Eads & Heald Wealth Management’s ResMed RMD Stock Holding History

Eads & Heald 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 Q3	–	Sell	-1,155	Closed	-$252K	–	147
2023 Q2	$252K	Sell	1,155 -225	-16%	-$50.1K	0.12%	131
2023 Q1	$302K	Hold	1,380	–	–	0.15%	125
2022 Q4	$287K	Sell	1,380 -35	-2%	-$7.69K	0.15%	128
2022 Q3	$309K	Sell	1,415 -15	-1%	-$3.41K	0.18%	123
2022 Q2	$300K	Hold	1,430	–	–	0.16%	125
2022 Q1	$347K	Hold	1,430	–	–	0.16%	122
2021 Q4	$372K	Hold	1,430	–	–	0.16%	123
2021 Q3	$377K	Sell	1,430 -95	-6%	-$26K	0.18%	118
2021 Q2	$376K	Hold	1,525	–	–	0.18%	116
2021 Q1	$296K	Buy	+1,525	New	+$306K	0.15%	123

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eads & Heald Wealth Management's RMD Position: Q3 2023 in Review

Eads & Heald Wealth Management sold out of ResMed (RMD) in Q3 2023, closing a stake of 1,155 shares — an estimated $252K sold.

Eads & Heald Wealth Management first reported a position in RMD in Q1 2021 and held it in 10 quarters. The position peaked at $377K in Q3 2021. 657 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

Eads & Heald Wealth Management reported no remaining ResMed position as of Q3 2023 after selling out during the quarter.
Eads & Heald Wealth Management sold 1,155 ResMed shares in Q3 2023, an estimated $252K.
Eads & Heald Wealth Management first reported a position in ResMed in Q1 2021 and held it in 10 quarters.
Eads & Heald Wealth Management's ResMed position peaked at $377K in Q3 2021.
657 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.