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Sowell Financial Services’s ResMed RMD Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-828
Closed -$160K – 2248
2021
Q1 		$160K Buy
828
+418
+102% +$83.8K 0.01% 1163
2020
Q4 		$87K Buy
410
+358
+688% +$71.4K ﹤0.01% 1207
2020
Q3 		$9K Sell
52
-4
-7% -$739 ﹤0.01% 1841
2020
Q2 		$11K Buy
56
+24
+75% +$3.93K ﹤0.01% 1668
2020
Q1 		$5K Sell
32
-1,468
-98% -$234K ﹤0.01% 1832
2019
Q4 		$232K Buy
1,500
+1,446
+2,678% +$208K 0.02% 664
2019
Q3 		$7K Buy
+54
New +$7.08K ﹤0.01% 1649

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's RMD Position: Q2 2021 in Review

Sowell Financial Services sold out of ResMed (RMD) in Q2 2021, closing a stake of 828 shares — an estimated $160K sold.

Sowell Financial Services first reported a position in RMD in Q3 2019 and held it in 7 quarters. The position peaked at $232K in Q4 2019. 662 funds tracked by Wall St. Rank hold RMD as of Q2 2021.

  • Sowell Financial Services reported no remaining ResMed position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 828 ResMed shares in Q2 2021, an estimated $160K.
  • Sowell Financial Services first reported a position in ResMed in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's ResMed position peaked at $232K in Q4 2019.
  • 662 funds tracked by Wall St. Rank held ResMed as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.