Lenox Wealth Advisors’s ResMed RMD Stock Holding History

Lenox 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
2022 Q1	$52K	Sell	207 -8	-4%	-$1.94K	0.01%	245
2021 Q4	$56K	Buy	215 +8	+4%	+$2.08K	0.01%	245
2021 Q3	$55K	Hold	207	–	–	0.01%	222
2021 Q2	$51K	Hold	207	–	–	0.01%	230
2021 Q1	$40K	Buy	207 +2	+1%	+$401	0.01%	219
2020 Q4	$44K	Hold	205	–	–	0.01%	205
2020 Q3	$35K	Hold	205	–	–	0.01%	204
2020 Q2	$39K	Hold	205	–	–	0.01%	190
2020 Q1	$30K	Hold	205	–	–	0.01%	197
2019 Q4	$32K	Buy	+205	New	+$29.5K	0.01%	245

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's RMD Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its ResMed (RMD) stake by 3.7% in Q1 2022, selling an estimated $1.94K and leaving 207 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #245.

Lenox Wealth Advisors first reported a position in RMD in Q4 2019 and has held it in 10 quarters since. The position peaked at $56K in Q4 2021. 683 funds tracked by Wall St. Rank hold RMD as of Q1 2022.

Lenox Wealth Advisors held 207 shares of ResMed worth $52K as of Q1 2022.
Lenox Wealth Advisors sold 8 ResMed shares in Q1 2022, an estimated $1.94K.
ResMed made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #245 holding.
Lenox Wealth Advisors first reported a position in ResMed in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's ResMed position peaked at $56K in Q4 2021.
683 funds tracked by Wall St. Rank held ResMed as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.