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Evoke Wealth’s ResMed RMD Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-41
Closed -$9K – 976
2022
Q3 		$9K Sell
41
-1
-2% -$228 ﹤0.01% 776
2022
Q2 		$9K Buy
42
+10
+31% +$2.13K ﹤0.01% 788
2022
Q1 		$8K Buy
32
+20
+167% +$4.84K ﹤0.01% 814
2021
Q4 		$3K Hold
12
– – ﹤0.01% 1005
2021
Q3 		$3K Sell
12
-10
-45% -$2.73K ﹤0.01% 962
2021
Q2 		$5K Buy
22
+10
+83% +$2.1K ﹤0.01% 892
2021
Q1 		$2K Hold
12
– – ﹤0.01% 1049
2020
Q4 		$3K Sell
12
-17,182
-100% -$3.43M ﹤0.01% 837
2020
Q3 		$2.95M Hold
17,194
– – 0.24% 36
2020
Q2 		$3.3M Hold
17,194
– – 0.32% 29
2020
Q1 		$2.53M Sell
17,194
-31
-0.2% -$4.94K 0.36% 29
2019
Q4 		$2.67M Hold
17,225
– – 0.34% 31
2019
Q3 		$2.33M Buy
+17,225
New +$2.26M 0.29% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Evoke Wealth's RMD Position: Q4 2022 in Review

Evoke Wealth sold out of ResMed (RMD) in Q4 2022, closing a stake of 41 shares — an estimated $9K sold.

Evoke Wealth first reported a position in RMD in Q3 2019 and held it in 13 quarters. The position peaked at $3.3M in Q2 2020. 731 funds tracked by Wall St. Rank hold RMD as of Q4 2022.

  • Evoke Wealth reported no remaining ResMed position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 41 ResMed shares in Q4 2022, an estimated $9K.
  • Evoke Wealth first reported a position in ResMed in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's ResMed position peaked at $3.3M in Q2 2020.
  • 731 funds tracked by Wall St. Rank held ResMed as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.