Regent Peak Wealth Advisors’s ResMed RMD Stock Holding History

Regent Peak Wealth 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	-143	Closed	-$30K	–	801
2020 Q4	$30K	Buy	+143	New	+$28.5K	0.01%	389

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

Regent Peak Wealth Advisors's RMD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ResMed (RMD) in Q1 2021, closing a stake of 143 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in RMD in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 662 funds tracked by Wall St. Rank hold RMD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining ResMed position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 143 ResMed shares in Q1 2021, an estimated $30K.
Regent Peak Wealth Advisors first reported a position in ResMed in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's ResMed position peaked at $30K in Q4 2020.
662 funds tracked by Wall St. Rank held ResMed as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.