Halpern Financial’s ResMed RMD Stock Holding History

Halpern Financial’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 Q2	–	Sell	-57	Closed	-$10.6K	–	238
2024 Q1	$10.6K	Hold	57	–	–	﹤0.01%	160
2023 Q4	$9.45K	Hold	57	–	–	﹤0.01%	186
2023 Q3	$8.43K	Hold	57	–	–	﹤0.01%	163
2023 Q2	$12.5K	Buy	+57	New	+$12.7K	﹤0.01%	138

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Halpern Financial's RMD Position: Q2 2024 in Review

Halpern Financial sold out of ResMed (RMD) in Q2 2024, closing a stake of 57 shares — an estimated $10.6K sold.

Halpern Financial first reported a position in RMD in Q2 2023 and held it in 4 quarters. The position peaked at $12.5K in Q2 2023. 772 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

Halpern Financial reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
Halpern Financial sold 57 ResMed shares in Q2 2024, an estimated $10.6K.
Halpern Financial first reported a position in ResMed in Q2 2023 and held it in 4 quarters.
Halpern Financial's ResMed position peaked at $12.5K in Q2 2023.
772 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.