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Glassman Wealth Services’s ResMed RMD Stock Holding History

Glassman Wealth Services’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
-296
Closed -$50.9K – 1469
2023
Q4 		$50.9K Buy
296
+24
+9% +$3.69K 0.01% 447
2023
Q3 		$40.2K Buy
272
+57
+27% +$10.3K 0.01% 473
2023
Q2 		$47K Buy
215
+1
+0.5% +$223 0.01% 423
2023
Q1 		$46.9K Buy
214
+43
+25% +$9.33K 0.01% 423
2022
Q4 		$35.6K Buy
171
+8
+5% +$1.76K 0.01% 500
2022
Q3 		$36K Buy
163
+9
+6% +$2.05K 0.01% 462
2022
Q2 		$32K Sell
154
-2
-1% -$426 0.01% 492
2022
Q1 		$38K Buy
156
+15
+11% +$3.63K 0.01% 473
2021
Q4 		$37K Buy
141
+4
+3% +$1.04K 0.01% 444
2021
Q3 		$36K Buy
137
+13
+10% +$3.56K 0.01% 430
2021
Q2 		$31K Buy
124
+15
+14% +$3.15K 0.01% 446
2021
Q1 		$21K Buy
109
+1
+0.9% +$201 ﹤0.01% 517
2020
Q4 		$23K Buy
108
+23
+27% +$4.59K 0.01% 492
2020
Q3 		$15K Buy
85
+21
+33% +$3.88K ﹤0.01% 518
2020
Q2 		$12K Buy
64
+39
+156% +$6.38K ﹤0.01% 465
2020
Q1 		$4K Buy
25
+16
+178% +$2.55K ﹤0.01% 562
2019
Q4 		$1K Buy
9
+6
+200% +$865 ﹤0.01% 1016
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1325
2019
Q2 		$0 Buy
+3
New +$332 ﹤0.01% 1321

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's RMD Position: Q1 2024 in Review

Glassman Wealth Services sold out of ResMed (RMD) in Q1 2024, closing a stake of 296 shares — an estimated $50.9K sold.

Glassman Wealth Services first reported a position in RMD in Q2 2019 and held it in 19 quarters. The position peaked at $50.9K in Q4 2023. 718 funds tracked by Wall St. Rank hold RMD as of Q1 2024.

  • Glassman Wealth Services reported no remaining ResMed position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 296 ResMed shares in Q1 2024, an estimated $50.9K.
  • Glassman Wealth Services first reported a position in ResMed in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's ResMed position peaked at $50.9K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held ResMed as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.