Planned Solutions’s ResMed RMD Stock Holding History

Planned Solutions’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 Q4	–	Sell	-200	Closed	-$48.8K	–	517
2024 Q3	$48.8K	Buy	+200	New	+$44.7K	0.02%	305
2024 Q1	–	Sell	-200	Closed	-$34.4K	–	446
2023 Q4	$34.4K	Buy	+200	New	+$30.7K	0.02%	323

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Planned Solutions's RMD Position: Q4 2024 in Review

Planned Solutions sold out of ResMed (RMD) in Q4 2024, closing a stake of 200 shares — an estimated $48.8K sold.

Planned Solutions first reported a position in RMD in Q4 2023 and held it in 2 quarters. The position peaked at $48.8K in Q3 2024. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Planned Solutions reported no remaining ResMed position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 200 ResMed shares in Q4 2024, an estimated $48.8K.
Planned Solutions first reported a position in ResMed in Q4 2023 and held it in 2 quarters.
Planned Solutions's ResMed position peaked at $48.8K in Q3 2024.
871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.