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ShoreHaven Wealth Partners’s ResMed RMD Stock Holding History

ShoreHaven Wealth Partners’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
-1,392
Closed -$276K – 82
2024
Q1 		$276K Sell
1,392
-1
-0.1% -$183 0.15% 71
2023
Q4 		$240K Hold
1,393
– – 0.15% 71
2023
Q3 		$206K Hold
1,393
– – 0.14% 70
2023
Q2 		$304K Hold
1,393
– – 0.2% 53
2023
Q1 		$305K Sell
1,393
-463
-25% -$100K 0.21% 59
2022
Q4 		$386K Buy
1,856
+460
+33% +$101K 0.27% 59
2022
Q3 		$304K Buy
+1,396
New +$318K 0.23% 56

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ShoreHaven Wealth Partners's RMD Position: Q2 2024 in Review

ShoreHaven Wealth Partners sold out of ResMed (RMD) in Q2 2024, closing a stake of 1,392 shares — an estimated $276K sold.

ShoreHaven Wealth Partners first reported a position in RMD in Q3 2022 and held it in 7 quarters. The position peaked at $386K in Q4 2022. 773 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

  • ShoreHaven Wealth Partners reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,392 ResMed shares in Q2 2024, an estimated $276K.
  • ShoreHaven Wealth Partners first reported a position in ResMed in Q3 2022 and held it in 7 quarters.
  • ShoreHaven Wealth Partners's ResMed position peaked at $386K in Q4 2022.
  • 773 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.