PWP
RMD icon

Perfromance Wealth Partners’s ResMed RMD Stock Holding History

Perfromance Wealth Partners’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
2024
Q2 		– Sell
-1,050
Closed -$208K – 180
2024
Q1 		$208K Buy
+1,050
New +$192K 0.01% 155
2023
Q3 		– Sell
-2,361
Closed -$511K – 181
2023
Q2 		$511K Sell
2,361
-180
-7% -$40.1K 0.02% 114
2023
Q1 		$556K Buy
+2,541
New +$551K 0.03% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perfromance Wealth Partners's RMD Position: Q2 2024 in Review

Perfromance Wealth Partners sold out of ResMed (RMD) in Q2 2024, closing a stake of 1,050 shares — an estimated $208K sold.

Perfromance Wealth Partners first reported a position in RMD in Q1 2023 and held it in 3 quarters. The position peaked at $556K in Q1 2023. 771 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

  • Perfromance Wealth Partners reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,050 ResMed shares in Q2 2024, an estimated $208K.
  • Perfromance Wealth Partners first reported a position in ResMed in Q1 2023 and held it in 3 quarters.
  • Perfromance Wealth Partners's ResMed position peaked at $556K in Q1 2023.
  • 771 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on Perfromance Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.