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Liberty Wealth Management’s ResMed RMD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-46
Closed -$12K – 891
2021
Q3 		$12K Buy
46
+21
+84% +$5.74K ﹤0.01% 792
2021
Q2 		$6K Hold
25
– – ﹤0.01% 766
2021
Q1 		$5K Hold
25
– – ﹤0.01% 704
2020
Q4 		$5K Sell
25
-9
-26% -$1.79K ﹤0.01% 699
2020
Q3 		$6K Sell
34
-13
-28% -$2.4K ﹤0.01% 604
2020
Q2 		$9K Sell
47
-3
-6% -$491 0.01% 518
2020
Q1 		$7K Sell
50
-3
-6% -$478 0.01% 522
2019
Q4 		$8K Hold
53
– – 0.01% 594
2019
Q3 		$7K Sell
53
-7
-12% -$917 0.01% 594
2019
Q2 		$7K Hold
60
– – 0.01% 601
2019
Q1 		$6K Buy
+60
New +$6.19K ﹤0.01% 521

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

Liberty Wealth Management's RMD Position: Q4 2021 in Review

Liberty Wealth Management sold out of ResMed (RMD) in Q4 2021, closing a stake of 46 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in RMD in Q1 2019 and held it in 11 quarters. The position peaked at $12K in Q3 2021. 723 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

  • Liberty Wealth Management reported no remaining ResMed position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 46 ResMed shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in ResMed in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's ResMed position peaked at $12K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.