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Laurel Wealth Advisors (California)’s ResMed RMD Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		– Sell
-1,168
Closed -$255K – 666
2022
Q3 		$255K Sell
1,168
-38
-3% -$8.65K 0.03% 535
2022
Q2 		$253K Sell
1,206
-1,097
-48% -$234K 0.03% 552
2022
Q1 		$559K Hold
2,303
– – 0.05% 380
2021
Q4 		$600K Buy
+2,303
New +$598K 0.05% 386

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Laurel Wealth Advisors (California)'s RMD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of ResMed (RMD) in Q4 2022, closing a stake of 1,168 shares — an estimated $255K sold.

Laurel Wealth Advisors (California) first reported a position in RMD in Q4 2021 and held it in 4 quarters. The position peaked at $600K in Q4 2021. 731 funds tracked by Wall St. Rank hold RMD as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining ResMed position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,168 ResMed shares in Q4 2022, an estimated $255K.
  • Laurel Wealth Advisors (California) first reported a position in ResMed in Q4 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s ResMed position peaked at $600K in Q4 2021.
  • 731 funds tracked by Wall St. Rank held ResMed as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.