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River Wealth Advisors’s ResMed RMD Stock Holding History

River 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
2024
Q2 		– Sell
-1,301
Closed -$258K – 206
2024
Q1 		$258K Sell
1,301
-311
-19% -$57K 0.04% 181
2023
Q4 		$277K Sell
1,612
-485
-23% -$74.5K 0.04% 177
2023
Q3 		$310K Sell
2,097
-74
-3% -$13.4K 0.06% 171
2023
Q2 		$474K Sell
2,171
-15
-0.7% -$3.34K 0.08% 149
2023
Q1 		$479K Sell
2,186
-5
-0.2% -$1.08K 0.09% 147
2022
Q4 		$456K Hold
2,191
– – 0.09% 152
2022
Q3 		$478K Sell
2,191
-65
-3% -$14.8K 0.1% 140
2022
Q2 		$473K Sell
2,256
-32
-1% -$6.81K 0.09% 151
2022
Q1 		$555K Buy
2,288
+55
+2% +$13.3K 0.09% 146
2021
Q4 		$582K Buy
2,233
+195
+10% +$50.6K 0.09% 147
2021
Q3 		$537K Hold
2,038
– – 0.09% 147
2021
Q2 		$502K Buy
2,038
+30
+1% +$6.31K 0.09% 147
2021
Q1 		$390K Buy
2,008
+345
+21% +$69.2K 0.07% 164
2020
Q4 		$353K Buy
1,663
+73
+5% +$14.6K 0.08% 164
2020
Q3 		$273K Buy
1,590
+390
+33% +$72K 0.07% 171
2020
Q2 		$230K Buy
+1,200
New +$196K 0.07% 168
2019
Q1 		– Sell
-112
Closed -$13K – 401
2018
Q4 		$13K Hold
112
– – 0.01% 391
2018
Q3 		$13K Hold
112
– – ﹤0.01% 429
2018
Q2 		$12K Buy
+112
New +$11.3K ﹤0.01% 431

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

River Wealth Advisors's RMD Position: Q2 2024 in Review

River Wealth Advisors sold out of ResMed (RMD) in Q2 2024, closing a stake of 1,301 shares — an estimated $258K sold.

River Wealth Advisors first reported a position in RMD in Q2 2018 and held it in 19 quarters. The position peaked at $582K in Q4 2021. 771 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

  • River Wealth Advisors reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
  • River Wealth Advisors sold 1,301 ResMed shares in Q2 2024, an estimated $258K.
  • River Wealth Advisors first reported a position in ResMed in Q2 2018 and held it in 19 quarters.
  • River Wealth Advisors's ResMed position peaked at $582K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on River Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.