Optimum Investment Advisors’s ResMed RMD Stock Holding History

Optimum Investment 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
2021 Q1	–	Sell	-125	Closed	-$27K	–	948
2020 Q4	$27K	Hold	125	–	–	0.01%	582
2020 Q3	$21K	Buy	+125	New	+$23.1K	0.01%	600
2020 Q1	–	Sell	-500	Closed	-$77K	–	934
2019 Q4	$77K	Hold	500	–	–	0.02%	432
2019 Q3	$68K	Hold	500	–	–	0.02%	450
2019 Q2	$61K	Sell	500 -64	-11%	-$7.09K	0.02%	468
2019 Q1	$59K	Hold	564	–	–	0.02%	475
2018 Q4	$64K	Hold	564	–	–	0.02%	426
2018 Q3	$65K	Hold	564	–	–	0.02%	482
2018 Q2	$58K	Hold	564	–	–	0.02%	502
2018 Q1	$56K	Buy	+564	New	+$53.3K	0.02%	512
2015 Q1	$215K	Hold	3,000	–	–	0.07%	274
2014 Q4	$168K	Hold	3,000	–	–	0.05%	295
2014 Q3	$148K	Hold	3,000	–	–	0.05%	302
2014 Q2	$152K	Hold	3,000	–	–	0.05%	295
2014 Q1	$134K	Hold	3,000	–	–	0.05%	268
2013 Q4	$141K	Hold	3,000	–	–	0.05%	255
2013 Q3	$158K	Buy	+3,000	New	+$146K	0.06%	232

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

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

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

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

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

Optimum Investment Advisors's RMD Position: Q1 2021 in Review

Optimum Investment Advisors sold out of ResMed (RMD) in Q1 2021, closing a stake of 125 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in RMD in Q3 2013 and held it in 17 quarters. The position peaked at $215K in Q1 2015. 662 funds tracked by Wall St. Rank hold RMD as of Q1 2021.

Optimum Investment Advisors reported no remaining ResMed position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 125 ResMed shares in Q1 2021, an estimated $27K.
Optimum Investment Advisors first reported a position in ResMed in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's ResMed position peaked at $215K in Q1 2015.
662 funds tracked by Wall St. Rank held ResMed as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.