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SOA Wealth Advisors’s ResMed RMD Stock Holding History

SOA 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
2022
Q2 		– Sell
-4
Closed – – 995
2022
Q1 		$0 Hold
4
– – ﹤0.01% 990
2021
Q4 		$1K Hold
4
– – ﹤0.01% 845
2021
Q3 		$1K Hold
4
– – ﹤0.01% 865
2021
Q2 		$0 Buy
4
+1
+33% +$210 ﹤0.01% 953
2021
Q1 		$0 Buy
3
+2
+200% +$401 ﹤0.01% 909
2020
Q4 		$0 Buy
+1
New +$199 ﹤0.01% 873

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

SOA Wealth Advisors's RMD Position: Q2 2022 in Review

SOA Wealth Advisors sold out of ResMed (RMD) in Q2 2022, closing a stake of 4 shares.

SOA Wealth Advisors first reported a position in RMD in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 676 funds tracked by Wall St. Rank hold RMD as of Q2 2022.

  • SOA Wealth Advisors reported no remaining ResMed position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 4 ResMed shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in ResMed in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's ResMed position peaked at $1K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held ResMed as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.