Prio Wealth Limited Partnership’s ResMed RMD Stock Holding History

Prio Wealth Limited Partnership’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 Q3	$483K	Hold	1,979	–	–	0.01%	194
2024 Q2	$379K	Hold	1,979	–	–	0.01%	209
2024 Q1	$392K	Hold	1,979	–	–	0.01%	209
2023 Q4	$340K	Hold	1,979	–	–	0.01%	205
2023 Q3	$293K	Hold	1,979	–	–	0.01%	213
2023 Q2	$432K	Hold	1,979	–	–	0.02%	198
2023 Q1	$433K	Hold	1,979	–	–	0.02%	191
2022 Q4	$412K	Hold	1,979	–	–	0.02%	196
2022 Q3	$432K	Hold	1,979	–	–	0.02%	191
2022 Q2	$415K	Hold	1,979	–	–	0.02%	200
2022 Q1	$480K	Hold	1,979	–	–	0.02%	193
2021 Q4	$515K	Hold	1,979	–	–	0.02%	198
2021 Q3	$522K	Sell	1,979 -208	-10%	-$56.9K	0.02%	190
2021 Q2	$539K	Sell	2,187 -37	-2%	-$7.78K	0.02%	190
2021 Q1	$432K	Sell	2,224 -50	-2%	-$10K	0.02%	201
2020 Q4	$483K	Buy	2,274 +245	+12%	+$48.9K	0.02%	191
2020 Q3	$348K	Hold	2,029	–	–	0.01%	201
2020 Q2	$390K	Buy	2,029 +50	+3%	+$8.18K	0.02%	185
2020 Q1	$291K	Hold	1,979	–	–	0.02%	195
2019 Q4	$307K	Hold	1,979	–	–	0.01%	216
2019 Q3	$267K	Hold	1,979	–	–	0.01%	223
2019 Q2	$241K	Buy	+1,979	New	+$219K	0.01%	224

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Prio Wealth Limited Partnership's RMD Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its ResMed (RMD) position steady in Q3 2024 at 1,979 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #194.

Prio Wealth Limited Partnership first reported a position in RMD in Q2 2019 and has held it in 22 quarters since. The position peaked at $539K in Q2 2021. 801 funds tracked by Wall St. Rank hold RMD as of Q3 2024.

Prio Wealth Limited Partnership held 1,979 shares of ResMed worth $483K as of Q3 2024.
Prio Wealth Limited Partnership left its ResMed share count unchanged in Q3 2024.
ResMed made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #194 holding.
Prio Wealth Limited Partnership first reported a position in ResMed in Q2 2019 and has held it in 22 quarters since.
Prio Wealth Limited Partnership's ResMed position peaked at $539K in Q2 2021.
801 funds tracked by Wall St. Rank held ResMed as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.