Intelligent Financial Strategies’s ResMed RMD Stock Holding History

Intelligent Financial Strategies’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
2023 Q4	–	Sell	-200	Closed	-$29.6K	–	88
2023 Q3	$29.6K	Hold	200	–	–	0.02%	71
2023 Q2	$43.7K	Hold	200	–	–	0.03%	65
2023 Q1	$43.8K	Hold	200	–	–	0.03%	67
2022 Q4	$41.6K	Hold	200	–	–	0.04%	69
2022 Q3	$44K	Hold	200	–	–	0.05%	61
2022 Q2	$42K	Hold	200	–	–	0.04%	64
2022 Q1	$49K	Hold	200	–	–	0.05%	70
2021 Q4	$52K	Buy	+200	New	+$51.9K	0.05%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intelligent Financial Strategies's RMD Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of ResMed (RMD) in Q4 2023, closing a stake of 200 shares — an estimated $29.6K sold.

Intelligent Financial Strategies first reported a position in RMD in Q4 2021 and held it in 8 quarters. The position peaked at $52K in Q4 2021. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

Intelligent Financial Strategies reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
Intelligent Financial Strategies sold 200 ResMed shares in Q4 2023, an estimated $29.6K.
Intelligent Financial Strategies first reported a position in ResMed in Q4 2021 and held it in 8 quarters.
Intelligent Financial Strategies's ResMed position peaked at $52K in Q4 2021.
687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.