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MPS Loria Financial Planners’s ResMed RMD Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-8
Closed -$1K – 469
2021
Q1 		$1K Hold
8
– – ﹤0.01% 529
2020
Q4 		$2K Buy
+8
New +$1.59K ﹤0.01% 485

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

MPS Loria Financial Planners's RMD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of ResMed (RMD) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in RMD in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 661 funds tracked by Wall St. Rank hold RMD as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining ResMed position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 ResMed shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in ResMed in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's ResMed position peaked at $2K in Q4 2020.
  • 661 funds tracked by Wall St. Rank held ResMed as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.