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Evolution Wealth Advisors’s ResMed RMD Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-33
Closed -$9K – 527
2021
Q3 		$9K Hold
33
– – ﹤0.01% 415
2021
Q2 		$8K Hold
33
– – ﹤0.01% 446
2021
Q1 		$6K Hold
33
– – ﹤0.01% 506
2020
Q4 		$7K Hold
33
– – ﹤0.01% 402
2020
Q3 		$6K Hold
33
– – ﹤0.01% 421
2020
Q2 		$6K Buy
+33
New +$5.4K ﹤0.01% 349
2020
Q1 		– Sell
-15
Closed -$2K – 582
2019
Q4 		$2K Sell
15
-18
-55% -$2.59K ﹤0.01% 597
2019
Q3 		$4K Hold
33
– – ﹤0.01% 326
2019
Q2 		$4K Buy
+33
New +$3.65K ﹤0.01% 308

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Evolution Wealth Advisors's RMD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of ResMed (RMD) in Q4 2021, closing a stake of 33 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in RMD in Q2 2019 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 723 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining ResMed position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 33 ResMed shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in ResMed in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's ResMed position peaked at $9K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.