Financial Synergies Wealth Advisors’s ResMed RMD Stock Holding History

Financial Synergies 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
2024 Q1	–	Sell	-6	Closed	-$1.25K	–	544
2023 Q4	$1.25K	Buy	+6	New	+$922	﹤0.01%	303
2023 Q3	–	Sell	-5	Closed	-$1.09K	–	518
2023 Q2	$1.09K	Sell	5 -1	-17%	-$223	﹤0.01%	363
2023 Q1	$1.31K	Hold	6	–	–	﹤0.01%	351
2022 Q4	$1.25K	Hold	6	–	–	﹤0.01%	303
2022 Q3	$1.31K	Hold	6	–	–	﹤0.01%	261
2022 Q2	$1.26K	Buy	+6	New	+$1.28K	﹤0.01%	290

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Synergies Wealth Advisors's RMD Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of ResMed (RMD) in Q1 2024, closing a stake of 6 shares — an estimated $1.25K sold.

Financial Synergies Wealth Advisors first reported a position in RMD in Q2 2022 and held it in 6 quarters. The position peaked at $1.31K in Q1 2023. 718 funds tracked by Wall St. Rank hold RMD as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining ResMed position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 ResMed shares in Q1 2024, an estimated $1.25K.
Financial Synergies Wealth Advisors first reported a position in ResMed in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's ResMed position peaked at $1.31K in Q1 2023.
718 funds tracked by Wall St. Rank held ResMed as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.