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Plante Moran Financial Advisors’s ResMed RMD Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-54
Closed -$11.2K – 919
2022
Q4 		$11.2K Buy
+54
New +$11.9K ﹤0.01% 562
2022
Q1 		– Sell
-35
Closed -$9K – 983
2021
Q4 		$9K Buy
+35
New +$9.08K ﹤0.01% 703
2020
Q4 		– Sell
-15
Closed -$3K – 1004
2020
Q3 		$3K Buy
+15
New +$2.77K ﹤0.01% 751
2018
Q2 		– Sell
-129
Closed -$13K – 944
2018
Q1 		$13K Hold
129
– – 0.01% 569
2017
Q4 		$11K Buy
+129
New +$10.7K 0.01% 582

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return